An independent SEC registered investment advisory firmof Harvard Economics graduatesutilizing investment discipline based in academic research,and specializing in ethical and socially responsible investing.
Please contact us via email or phone to set up a timefor coffee or tea when we can chat about how to help you,your family, retirement plan, and/or foundationfind added harmony and joythrough the integration of your deeply-held values and beliefsin your financial plan and investment portfolio.
Mary King firstname.lastname@example.orgMichael Lopez email@example.com
With two offices to serve you:
Sage Stone Wealth Management7946 Ivanhoe Avenue, Suite 316La Jolla, CA 92037(858) 412-6404
Sage Stone Wealth Management462 Stevens Avenue, Suite 217Solana Beach, CA 92075(858) 412-6404