Company Information

Get to know Sage Financial Advisors dba Wealthspire Advisors

Wealthspire Advisors was formed through the 2019 merger of Sontag Advisory and Bronfman Rothschild, which had previously acquired Sage Financial Group. The company operates as a national registered investment advisor (RIA) built on a collaborative, fiduciary model. Its mission is to empower clients to achieve their financial aspirations by providing personalized, goals-based financial planning, investment management, and wealth management services that cover aspects like tax, estate, and retirement planning.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Sage Financial Advisors dba Wealthspire Advisors

United States

Founded in

1995 (31 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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FTD LIMITED

(505 reviews)

British Virgin Islands

2017

(9 years)

Security Information :

BVI FSC

Security Information

Warning

This company is currently Unproved.

Please be cautious of the potential risks!

License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.