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It's About You 

No Commissions | No Hidden Fees | Licensed in Multiple States

Financial Advisors and Retirement Planning in Poughkeepsie, NY, and the Hudson Valley

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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 what their short-term and long-term financial goals are. 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.

Are Your Ready To Begin Growing Your Wealth?

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5-Star Wealth Management Award

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 are also being featured as one of the outstanding Wealth Managers in the Hudson Valley. Click below to view our President, Jerry Schuder's, profile.

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