Financial Advisers
in Wappingers Falls, NY
Helping Plan Your Retirement and Legacy
With our team of expert financial advisers, you can maximize your retirement by receiving tailored financial advice and resources to help you optimize your retirement income, secure the right investments, and create the comfortable lifestyle that you imagined.
As Seen In
We Are A Fiduciary
As Always, It's About You
Sage Investment Advisers, LLC in Wappingers Falls, NY is dedicated to working with our clients intimately to discover their financial and retirement goals. We focus on helping our clients create diverse investment portfolios tailored specifically to their families. Together, our analysis will help them meet their retirement expectations and ensure they do not outlive their retirement capital.
Jerry has a great way of making the complex understandable. I finally feel like I have a long term plan for the future. I feel comfortable investing with Jerry. I know my portfolio can weather the markets daily storms which gives me peace while I am navigating the fast pace of my daily work.
Scott E.
I have been impressed with Sage Investment Advisors from day one. Jerry's attention to situations in the market and retirement goals is unmatched, transferring a portfolio to Sage is the right move .I urge anyone looking to secure their portfolio for the future look into working with Jerry and his team.
C. H.
Definitely the BEST company to invest with!! Jerry is great, he's super knowledgeable and very passionate!! He really takes the time to listen, explains everything and answered all my questions. Now I feel confident about my financial plan and trust, Sage Investment Advisers.
Laura W.
Our Firm's Achievements
We are honored to share that Sage Investment Advisers has been recognized with multiple prestigious awards: The Best in the Hudson Valley Award, Daily Voice Reader’s Choice – USA, and 5-Star Wealth Magazine.
These achievements are only possible because of the trust and support from our incredible clients, friends, and community. Thank you for allowing us to serve as your partner in building a confident financial future.
Our Financial Adviser Services
Financial Advisers
Our financial advisers meet with you to get a clear picture of your current financial situation. We then will discuss short and long-term financial goals and develop a custom plan to meet all of your needs. We also aid in real estate, business, and other financial decisions.
Retirement Planning
Our experienced retirement planners will review the retirement accounts you currently have and discuss what your goals are. Our planners will then devise a retirement strategy that's perfect for your family's needs. We will monitor your progress to ensure you always stay on course.
Social Security Optimization
Social Security is a guaranteed retirement income for Americans and proper planning will yield the maximum award for your situation. Social Security Optimization will help you receive the highest amount you are entitled to.
Fiduciary
As a trusted fiduciary firm, our utmost priority is always to prioritize the needs of our clients. Our dedicated team is committed to carefully selecting portfolios and investment plans that exclusively serve the best interests of our valued clients. As always, IT'S ABOUT YOU.
The Sage Investment Advisers, LLC Guarantee
Transparent Fees
Unlike other financial investing firms, Sage Investments Advisers, LLC provides transparent fees up-front so there are never any surprises.
Fiduciary Responsibility
We ensure that our clients are our top priority. Our team of experienced financial advisers are legally and ethically bound to act in your best interest.
It's About You
Sage Investment Advisers, LLC focuses on the needs of the clients. We are motivated by solely helping you grow your wealth.
FAQs-Sage Investment Advisers in Wappingers Falls, NY
At Sage Investment Advisers, we believe in clarity and confidence when it comes to your financial future. Below are some of the most common questions we receive from clients across the Hudson Valley, including right here in Wappingers Falls.
Where is Sage Investment Advisers located?
Our main office is located in Wappingers Falls, NY, serving clients throughout Dutchess County and the greater Hudson Valley. We also offer virtual meetings for clients who prefer the convenience of online planning sessions.
What types of clients do you work with?
We serve individuals, families, and small business owners who are seeking professional guidance in building, protecting, and managing their wealth. Whether you’re preparing for retirement, managing investments, or planning your legacy, Sage provides personalized strategies to help you reach your goals.
Do you offer retirement planning?
Yes — retirement planning is one of our core services. We help clients in Wappingers Falls and beyond design retirement-income strategies, optimize Social Security benefits, and ensure their investments align with long-term goals and risk tolerance.
What makes Sage Investment Advisers different from other firms?
We’re a locally trusted, independent fiduciary firm, meaning our only obligation is to act in your best interest. Our team combines Wall Street expertise with Main Street values, offering personalized service and transparent advice that puts you — not commissions — first.
How do you charge for your services?
Our firm operates on a strictly fee-only basis.
At Sage Investment Advisers, we are paid only by our clients for the advice and services we provide — never through commissions, product sales, or third-party incentives. This ensures every recommendation is completely objective and made in your best interest.
Our fees depend on the scope of your financial planning and advisory needs. We discuss all costs clearly and transparently before any engagement, so you always know exactly what you’re paying for — with no hidden fees or conflicts of interest.
Do you provide investment management?
Absolutely. We create diversified portfolios tailored to your goals, time horizon, and comfort with risk. Our approach blends disciplined asset allocation, ongoing monitoring, and regular adjustments to help protect and grow your wealth.
Can I meet with an adviser before becoming a client?
Yes! We offer a complimentary initial consultation where we’ll discuss your goals, financial situation, and how we can help. There’s no obligation — just an honest conversation about what’s best for you.
Do you work with clients outside Wappingers Falls?
While we’re proudly based in Wappingers Falls, we serve clients throughout Dutchess, Putnam, and Ulster Counties, as well as across the U.S. through secure virtual meetings.
What should I bring to my first appointment?
For your initial consultation, we recommend bringing:
- Recent investment or retirement account statements
- Any relevant insurance or estate planning documents
- A list of your financial goals or concerns
Our advisers will review everything and provide insight into your next best steps.
How can I schedule a consultation?
You can schedule a consultation directly through our website, call our Wappingers Falls office at 845-240-1551, or book a meeting here. We look forward to helping you build a confident financial future.
Still have a question?
Did find your question? Contact us below with your question and a member of our team will be in contact with you within one business day.
