SAGE Private Wealth Group logo

SAGE Private Wealth Group Employee Directory

Investment ManagementIllinois, United States11-50 Employees

SAGE Private Wealth Group is an investment management firm based in Oakbrook Terrace, Illinois. The team emphasizes an ethical, client-centered approach, aiming to provide financial guidance grounded in expertise, discipline, and a commitment to doing what is right, while prioritizing the development and empowerment of its team and community. The firm operates as a SEC Registered Investment Advisor and works alongside affiliated entities within the SAGE family, including tax and advisory services, to support comprehensive financial needs for its clients.

Targeting individuals and organizations seeking structured investment oversight, SAGE Private Wealth Group indicates a broader mission that includes supporting education and access to capital for women and children, and it highlights its focus on delivering thoughtful guidance through a professional, disciplined process. The company’s presence in the investment management industry positions it among peers that provide advisory services, with additional informational resources available through its Form ADV and related regulatory disclosures. A recent development involves continued activity in asset investments through the firm’s advisory operations.

Find SAGE Private Wealth Group employees' phone numbers or email addresses

SAGE Private Wealth Group Global Highlights

Location
Employees

North America
31

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  • United States Of America
    31

SAGE Private Wealth Group's Leadership

  • Chief Strategy Officer at SAGE Private Wealth Group
    N. E.
    Chief Strategy Officer
  • Chief Strategy Officer at SAGE Private Wealth Group
    N. E.
    Chief Strategy Officer
  • Owner at SAGE Private Wealth Group
    J. K.
    Owner
  • Partner at SAGE Private Wealth Group
    M. C.
    Partner
  • Investment Committee Chair & Wealth Advisor at SAGE Private Wealth Group
    B. B. C.
    Investment Committee Chair & Wealth Advisor
  • Wealth Advisor at SAGE Private Wealth Group
    S. E. S. C.
    Wealth Advisor

SAGE Private Wealth Group Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Community & Social Services
  • Other

Contact profiles from SAGE Private Wealth Group

Name
Title
Contact
Location
Last Update
  • Owner at SAGE Private Wealth Group
    J. K.
    Owner
    Oct 18, 2024
  • Partner at SAGE Private Wealth Group
    M. C.
    Partner
    Jul 18, 2025
  • Chief Strategy Officer at SAGE Private Wealth Group
    N. E.
    Chief Strategy Officer
    Oct 22, 2024
  • Chief Strategy Officer at SAGE Private Wealth Group
    N. E.
    Chief Strategy Officer
    May 05, 2024
  • Investment Committee Chair & Wealth Advisor at SAGE Private Wealth Group
    B. B. C.
    Investment Committee Chair & Wealth Advisor
    Oct 21, 2024
  • Wealth Advisor at SAGE Private Wealth Group
    S. E. S. C.
    Wealth Advisor
    Oct 22, 2024

Frequently Asked Questions

What is SAGE Private Wealth Group known for?

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SAGE Private Wealth Group was founded in 2011 and operates in the Investment Management industry. You can contact SAGE Private Wealth Group's main corporate office by phone at . Explore SAGE Private Wealth Group's company overview page for more information.

What is SAGE Private Wealth Group's most common email format?

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SAGE Private Wealth Group employees' email format typically follows the pattern of First.Last@sageprivatewealth.com. Trying to find reliable and up-to-date employee contact data? Find more SAGE Private Wealth Group email formats with LeadIQ.

How many employees does SAGE Private Wealth Group have currently?

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SAGE Private Wealth Group has approximately 20 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are SAGE Private Wealth Group's key employees and leadership?

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As of August 2026, SAGE Private Wealth Group's key employees include:

  • Chief Strategy Officer: N. E.
  • Chief Strategy Officer: N. E.
  • Owner: J. K.
  • Partner: M. C.
  • Investment Committee Chair & Wealth Advisor: B. B. C.

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