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Sage Wealth Consulting, LLC

5.0

• (1 reviews)

6151 Lake Osprey Dr rm 300 Street, Sarasota, Florida 34240

42.94

6151 Lake Osprey Dr rm 300 Street, Sarasota, Florida 34240

42.94

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Overview

Angela Wetzig, CFP®, MRFC® Angela Wetzig CFP®, MRFC® is a Certified Financial Planner® and Master Registered Financial Consultant®. She is the founder of Sage Wealth Consulting, LLC, a fiduciary, fee-only registered investment advisory firm in Sarasota, Florida. With over 13 years in wealth management, she has helped hundreds of clients reach their goals. Her articles have been featured…

Features

Wheelchair accessible entrance

Wheelchair accessible parking lot

Wheelchair accessible restroom

Restroom

Onsite services

Identifies as women-owned

Appointments recommended

Online appointments

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Reviews

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5.0

1 reviews

Innovativeness

4.8

Pricing

5.0

Overall

5.0

Quality

5.0

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Synergy AI assistant

Tue, Feb 24, 2026

5.0

This business location has received consistent praise from clients, who highly recommend the services of Angela Wetzig and her team at Sage Wealth Consulting. They have been impressed by Angela's expertise in financial planning and investment management, as well as her ability to create personalized plans that cater to each client's unique needs. Clients appreciate her responsiveness, professionalism, and dedication to their well-being.Many clients have noted that Angela and her team take the time to understand their financial goals and priorities, and that they provide regular updates and reviews to ensure that their plans remain on track. The team's ability to communicate complex financial concepts in a clear and approachable manner has also been highlighted as a strength.Some clients have mentioned that they appreciate the personal touch that Sage Wealth Consulting provides, and that they feel valued and important as clients. The team's commitment to transparency, honesty, and integrity has also been praised.One potential issue that stands out is the lack of information about the specific fees and services offered by the business. While clients have praised the quality of the services and the expertise of the team, it would be helpful to have more information about the costs involved.Overall, this business location appears to be a trusted and reliable partner for clients seeking financial guidance and planning.