Comprehensive Wealth Solutions

We create personalized portfolios that align with your financial dreams, integrating investment management, tax planning and wealth strategies for your long-term growth and security.

Your Goals, Our Priority

We tailor financial strategies to fit your needs, no matter what stage of life you are in. We help you grow, protect and maximize your money—so you can focus on what matters most.

Proactive Support for Brighter Futures

With personalized financial strategies and proactive support, we help you navigate challenges and seize opportunities, giving you confidence and hope for a successful future.

Our Team

With a rich history rooted in wisdom and a forward–thinking mindset, Sage Investments is more than just financial planning, we're your trusted partner in creating a future of confidence, growth, and opportunity.

Together, we’re committed to helping Honesdale and Northeast Pennsylvania families plan, protect, and grow their wealth.

Meet the Team

 

Our process

Discover

We listen to your goals, concerns and vision for the future.

Plan

We design a customized strategy for retirement, investments and protection.

Implement

Put your plan into action with clear next steps.

Guide

Stay by your side, adjusting your plan as life and markets change.

Financial insights

We believe informed clients make the best decisions. That's why we share timely article and local resources on topics that matters:

Ready to Plan Your Future?

Your financial journey deserves the wisdom of a trusted guide. Let's build a plan that helps you retire confidently, invest wisely and protect what matters most.

Call us at: (570) 729-1020
Email as at: info@sageinvestments.net

Schedule a Consultation