Sage Wealth

Sage Wealth is a financial planner in Greenville, SC, offering personalized financial strategies to individuals and families navigating life transitions. The firm specializes in comprehensive financial planning, including retirement planning, investment management, education funding, tax strategies, insurance needs analysis, estate planning, and accumulation planning for specific goals. Led by Stacie Wallice, a CDFA® and CMFC®, Sage Wealth focuses on empowering clients through education and tailored advice. The firm serves clients throughout Greenville and the surrounding areas, earning a 5.00 rating from one verified review.

Stacie Wallice founded Sage Wealth to deliver sage advice rooted in her experience, emphasizing financial empowerment and independence. The firm’s approach centers on understanding clients’ unique goals and life stages, creating customized strategies that evolve with their needs. Services are designed to address both immediate concerns and long-term objectives, from managing risk through insurance to planning for retirement and wealth transfer. The team includes Rebecca Aguirre, Advisor Assistant, who has supported the firm since 2016, contributing to its consistent client service and operational excellence.

Located on Milestone Way in Greenville, Sage Wealth sits approximately 0.2 miles from Pelham Road and 0.3 miles from the Immediate Care Center. The office is within a short distance of Rocky Creek and Carriage Park, nestled between local medical clinics and the UPS Store, which serves as a nearby post office.

Sage Wealth maintains a strong online presence with thorough, well-documented business information and a website optimized for search engines, ensuring clear and accessible content for clients and digital platforms alike.

In Greenville, where community and long-term planning are valued, Sage Wealth stands as a trusted partner for individuals seeking clarity, stability, and confidence in their financial future.

Services:

• Divorce Financial Analysis
• Financial Planning
• Insurance
• Investment Management
• Retirement Planning