What We Value
We are committed to ethically screened investments, customized for each investor’s unique concerns. We use exhaustive academic and industry research to screen for companies that take advantage of the suffering of others, including those involved in alcohol, tobacco, gambling, weapons, pornography, pollution, abortion and bioethics issues. Ethical investing also entails seeking out investments that potentially provide a financial harvest and, by virtue of their benefit to others, eternal treasure. Portfolios are crafted to honor the values most important to each client.
We provide consultative investment advice, tailored for each client based on his or her goals, time frames and tolerance for risk. Our model is not based on the sale of product; we seek to enhance outcomes through harmonious integration of deeply held values and beliefs into clients’ financial plans. We provide vigilant watch over the stock, fixed-income, cash, precious metals and other investments in client portfolios, with special attention given to changes that affect the ethical suitability of the investment.
Our team responds creatively to life events as they occur, advising investors on ways to adjust to these changes in direction. Evolving tax laws, new investment vehicles, and emerging conditions in the industry are considered in light of each client’s ideal investment strategy. We provide assistance regarding shareholder actions intended create positive change. Our team gives special attention to diverse topics addressing the emotional and spiritual issues involved in wealth management.
SAGE STONE WEALTH MANAGEMENT
7946 Ivanhoe Avenue, Suite 316
La Jolla, CA 92037
tel: (858) 412-6404
fax: (858) 605-9608