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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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7946 Ivanhoe Ave

Suite 316

La Jolla, CA 92037

Office - 858-412-6404

Fax - 858-605-9608

Email - info{at}sagestonewealth.com

Sage Stone Wealth Management is an SEC Registered Investment Adviser. However, such registration does not imply a certain level of skills or training. This website is provided solely for informational purposes and is not intended as and should not be considered as investment or financial advice or a recommendation to buy or sell any types of securities. No investment and/or financial planning decision should be made based solely on the information contained in this website. Any opinions referenced herein are as of the date of publication and are subject to change without notice. Investing in securities involves risk, including the possibility of loss of principal. Different types of investments involve varying degrees of risk. Advisory services are only offered by SSWM in jurisdictions where SSWM and our adviser representatives are properly licensed, or otherwise exempt. A copy of our firm’s current written disclosure documents discussing our services, fees, and other important information is available upon request or at https://adviserinfo.sec.gov/firm/summary/155477.​

​© 2024 Sage Stone Wealth Management. Branding and Site Design/Development by CapitalConscious.com

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