Wealth Management for High Net Worth Clients
Do You Identify With The Following Concerns?
-
Do you fear you will outlive your money?
-
Is your principal protected?
-
Are global economic realities and expectations considered in your plan?
-
Is your current advisor unresponsive?
-
Are your investments positioned to flourish in another market downturn?
-
Can you invest in alignment with your values and ethics without sacrificing performance?
-
Can you maintain your lifestyle through retirement?
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 22 years, we have helped our clients address an ever-evolving mosaic of investment choices, aligning our expertise with client concerns. While investing based on your values and priorities can be challenging, it does not have to be that way.
MARY NABER
FOUNDER & PRESIDENT
of Sage Stone Wealth Management
Harvard College Cum Laude in Economics & Religion
Former Senior VP—Investments at Merrill Lynch, Beverly Hills
Five Star Wealth Manager—10 Years Published academic research in the Journal of Investing—the first to integrate faith & investing
Nationally renowned speaker and writer referenced in multiple books and publications
MICHAEL LOPEZ
VICE PRESIDENT
of Sage Stone Wealth Management
Harvard Economics
Masters of Applied Finance from the University of Melbourne
Former Certified Financial Manager at Merrill Lynch, Oakland
Five Star Wealth Manager
_edited.jpg)
Mary Naber
2016 • 2017 • 2018 • 2019 • 2020 • 2021 • 2022 • 2023 • 2024 • 2025
Founder & President
We can solve your problems in 3 simple steps
Contact us for consultation.
Let us create a personal plan just for you.
Become a client and have a trusted advisor for a lifetime.