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Helping Plan Your Retirement and Legacy

With our team of financial expert advisors, you can make the most of your retirement by providing tailored financial advice and resources to help you maximize your savings, secure the right investments, and create a comfortable retirement lifestyle.

Fiduciary| No Commissions | No Hidden Fees | Licensed in Multiple States

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Putting Our Clients First

Our team has over 95 years of industry experience

Sage Investment Advisers, LLC is dedicated to working with our clients personally to learn about their financial and retirement goals. We focus on helping our clients to create diverse investment portfolios that are only in their best interest and will allow them to acquire the necessary retirement for their goals and to have them not outlive their income. 

Chris S.

"I have been so impressed with Sage Investment Advisors from day one. Jerry attention to my situation and retirement goals is unmatched ,transferring my portfolio to Sage was the right move looking forward to the future working with Jerry and his team."

C. H.

"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."

Laura W.

"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."

                                                                                                           View All Reviews

Start Investing Today.

Grow Your Wealth.

Sage Investment Advisers, LCC helps clients navigate their financial plans. Our firm helps to develop a retirement plan, understand bonds, optimize Social Security, and look to grow generational wealth.

Our financial advisors/planners meet with each client to learn about their current financial situation and their short-term and long-term financial goals. We then create a unique financial plan that will meet their goals and stay within their current budget.

Our Services

Financial Planning

Our financial planners/advisors 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.

Social Security Optimization

Social Security is a guaranteed retirement income for Americans. Proper planning will yield the maximum award for your situation. Social Security Optimization will help you receive the maximum amount you are entitled to.

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 will ensure you remain within your budget.

The Sage Investment Advisers Guarantee

Personalized Investment Policy Statement Poughkeepsie, NY Sage Investment Advisers LLC

Transparent Fees

Unlike other financial investing firms, Sage Investments Advisers, LLC provides transparent fees up-front so there are never any surprises.

Personalized Investment Policy Statement Poughkeepsie, NY Sage Investment Advisers LLC

Fiduciary Responsibility

We ensure that our clients are our top priority. Our team of experienced financial advisors is legally and ethically bound to act in your best interest.

Ongoing Monitoring for your goals Poughkeepsie, NY Sage Investment Advisers LLC

It's About You

Sage Investment Advisers, LCC focuses on the needs of the clients. We are motivated by solely helping you grow your wealth.

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Our Achievements 

Our firm is proud to announce that our President, Jerry Schuder, has been awarded the 2022 Five Star Wealth Manager Award. The award showcases our firm's commitment to our clients.

Our firm and President have also been featured as one of the outstanding Wealth Managers in the Hudson Valley by RIA Channel and listed in Hudson Valley Magazine. Our firm's 120 years of combined experience has helped us to provide exceptional services to our satisfied clients.

As Seen In

Check the background of this firm/advisor on FINRA’s BrokerCheck.