top of page
for High Net Clients
Wealth Management
Are Your Investments Secure?
Do You Have Adequate Liquidity?
As pioneers in ethical investing, we solve complex investment problems, as your lifelong advisor - with the highest credentials.
Trying to solve complex investing problems can be overwhelming for individuals, nonprofits and companies...
You Guess Instead of Following the Process
You Waste Time on Strategies That Don't Work
You Don't Sense Your Advisor Can Solve the Problem
MEET THE FOUNDERS
MARY NABER
President of Sage Stone Wealth Management
Former VP Merrill Lynch, Beverly Hills
Harvard – Economics
Pioneer in ethical investing
5 Start Wealth Manager
Published Journal of Investing
Board Member…
Peer reviewed academic journal
MICHAEL LOPEZ
VP Sage Stone Wealth Management
Harvard Economics University of Melbourne M.A.
Applied Finance Former Merrill Lynch
Advisor Senior Financial Analyst, Kaiser Management Consulting, Charter Mason
The leadership of Sage Stone Wealth Management has over a 20-year history in Values-Based Investing, having been honored to previously serve the following companies:
We can solve your present financial problems and be a friend and guide for years to come.
We can solve your problems in 3 simple steps
Contact us for consultation.
Let us create a personal plan just for you.
Become a client and have a trusted advisor for a lifetime.
bottom of page