Sage Portfolio Management LLC, a registered investment advisor firm, helps people make the best decisions with their wealth. Specifically, we help families identify and implement strategic and tactical solutions that enable them to keep more of what they accumulate, to conserve and protect those assets and to distribute those assets with the least amount of taxes and complexity. We provide serious investment clients high quality behavioral investment management and counseling, encompassing asset allocation, diversification and annual re-balancing for lasting (and growing) retirement income, dignity and independence. 

Our strategy strives to coordinate the expertise of a client’s existing team of advisors - accountants, attorneys and other professionals – in a joint team effort to help grow, protect and preserve wealth through generations.

"We believe that each client deserves individual focus on their unique planning needs and that in order for families to grow, preserve and protect their wealth through generations, a professionally persistent trustworthy behavioral investment manager and counselor is required with a spectrum of verifiable experience, licenses, and references."

The overall wealth goals of families may be somewhat the same in vision but are rarely similar in implementation. Your family is very unique, and the individuals that comprise it have their own goals, objectives and investment behaviors that shape how the family plan is created and administered.

Jerry Carmody, as CEO & President, is a highly trained comprehensive estate & financial planner that possesses all the necessary licenses, qualifications and experience to navigate the vast wealth planning issues that your family faces, along with the various options that are available in order to help you achieve your financial objectives.

Together as a team we strive to approach your family’s financial planning from a generational perspective, and focus not just on how to maximize it today, but how to maximize it for generations to come.