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for High Net Clients

Wealth Management

Are your investments secure?

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Do You Identify With The Following Concerns?

  • Do you fear you will outlive your money?

  • You have ideas but no written plan for retirement.

  • Is your current advisor unresponsive?

  • Is your premium protected?

  • Do you have liquidity?

  • Can you maintain your lifestyle thru retirement?

  • Will you have long term care?

Trying to solve complex investing problems can be overwhelming for individuals, nonprofits and companies...

As pioneers in ethical investing, we understand how complex the investment landscape can be.

For over 20 years, we have helped our clients resolve an ever-evolving mosaic of investment concerns, aligning our expertise with client values and priorities. While investing based on your values and priorities can be a challenging endeavor ... it doesn't have to be that way. 

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MEET THE PARTNERS

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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

  • LinkedIn

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

  • LinkedIn
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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:

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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

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Contact us for consultation.

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Let us create a personal plan just for you.

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Become a client and have a trusted advisor for a lifetime.

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