Sage Wealth Planning Employee Directory

Sage Wealth Planning corporate office is located in 100 River St Ste 1, Elk Rapids, Michigan, 49629, United States and has 1-10 employees.

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Key Employees of Sage Wealth Planning

ZS
Zackary Smutze...
Client Service Associate
PhoneEmail
PM
Paige Millikin
Client Service Specialist
PhoneEmail
EK
Ethan Kok
Principal
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail

Sage Wealth Planning Global Presence

Location	People at location
North America	1-10

Index of contact profiles from Sage Wealth Planning

Hundreds of professionals searching for Sage Wealth Planning have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

EK
Ethan Kok
Email Direct
Principal
United States , Michigan , Elk Rapids

PM
Paige Millikin
Email Direct
Client Service Specialist
United States , Michigan , Elk Rapids

ZS
Zackary Smutzer
Email Direct
Client Service Associate
United States , Michigan , Elk Rapids

Former Employees at Sage Wealth Planning

Explore people who held key positions, contributed to Sage Wealth Planning's success, and advanced their careers.

BD
Brett Densé
General Manager at Action Water Sports
Worked as Partner and Financial Advisor
at Sage Wealth Planning (2020-2021)
Email Direct
MD
Matthew Doran
Partner at &Partners
Worked as Sage Wealth Planning Principal
at Sage Wealth Planning (2019-2024)
Email Direct

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Frequently Asked Questions Regarding Sage Wealth Planning Employees

How many employees does Sage Wealth Planning have?

Sage Wealth Planning has 1-10 employees

Who are Sage Wealth Planning key employees?

Some of Sage Wealth Planning key employees are Zackary Smutzer, Paige Millikin, Ethan Kok

Where is Sage Wealth Planning located?

Sage Wealth Planning’s headquarters are located at 100 River St Ste 1, Elk Rapids, Michigan, 49629, United States

How do I contact Sage Wealth Planning?

Sage Wealth Planning Contact Info: Phone number: (231) 631-1912 Website: www.sagewealthplans.com

What does Sage Wealth Planning do?

Sage Wealth Planning is a planning-centric wealth management firm founded in 2019, dedicated to helping individuals and families navigate the complexities of modern financial decision-making. They offer a range of services including cash flow planning, investment management, income tax planning, retirement planning, estate and legacy planning, educ... Read More

Is Sage Wealth Planning a public company?

Sage Wealth Planning is private company therefore does not currently have an official ticker symbol

See more information about Sage Wealth Planning Employees