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Wealth Management for High Net Worth Clients

Are your investments secure?

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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.

LEADERSHIP

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

  • LinkedIn

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

  • LinkedIn
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The leadership of Sage Stone Wealth Management has over a 22-year history in Ethical Investing, having been honored to previously serve the following companies:

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We can solve your present financial problems and be a friend and guide for years to come.

We can solve your problems in 3 simple steps

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Contact us for consultation.

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Let us create a personal plan just for you.

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Become a client and have a trusted advisor for a lifetime.

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La Jolla, CA

Sage Stone Wealth Management is an SEC Registered Investment Adviser. However, such registration does not imply a certain level of skills or training. This website is provided solely for informational purposes and is not intended as and should not be considered as investment or financial advice or a recommendation to buy or sell any types of securities. No investment and/or financial planning decision should be made based solely on the information contained in this website. Any opinions referenced herein are as of the date of publication and are subject to change without notice. Investing in securities involves risk, including the possibility of loss of principal. Different types of investments involve varying degrees of risk. Advisory services are only offered by SSWM in jurisdictions where SSWM and our adviser representatives are properly licensed, or otherwise exempt. A copy of our firm’s current written disclosure documents discussing our services, fees, and other important information is available upon request or at https://adviserinfo.sec.gov/firm/summary/155477.​

​© 2024 Sage Stone Wealth Management. Branding and Site Design/Development by CapitalConscious.com

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