CGWM Award Winning Senior Investment Advisor - Established in 1980.
At Sager Financial Group, understanding your life priorities is an incredibly important part of how we work with you. We help you outline a path towards your financial objectives in order to feel confident, comfortable and prepared for your future. We strive to develop a true connection with your world and what you would like to accomplish — beyond just managing your investment portfolio or beating the market.
Since 1980, our team has successfully collaborated with families from all walks of life through six bear markets. We believe in providing a holistic approach to wealth management that helps guide you through life's decisions. We work collaboratively and leverage the global resources of Canaccord Genuity to build lasting relationships. Above all, we strive to make a positive, powerful impact on the clients and families we serve.
An unparalleled track record of exceptional client service.
We have achieved Chairman's Club or Presidents Club at Merril Lynch, Midland Walwyn, CIBC Wood Gundy and Canaccord Genuity Wealth Management in recognition of stellar client satisfaction and retention.
Our Philosophy
Exceptional service is our team’s status quo. When we say we are here for you, we mean it in every sense — from direct communication and accessibility to sharing in life's ups and downs, wins and triumphs.
With over three decades of experience, we pride ourselves on our long-lasting client relationships, many of which span over 30 years and across generations.
