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Our Wappingers Falls, NY Financial Adviser Firm

Our Dedicated Financial Adviser Firm

Sage Investment Advisers, LLC, located in Wappingers Falls, NY, provides personalized retirement planning services to help you maximize your savings and secure the right investments for a comfortable retirement lifestyle. Our team has 120 years of combined experience in the financial investment sector, which provides our clients with industry expertise and "SAGE" wisdom.

Our company philosophy:

We are a fiduciary firm.


At our firm, we focus on long-term investments. We are not "day traders"; we do not trade on short trends to build long-term wealth. Our financial strategies are created in the best interest of our clients to help them meet their financial goals. In addition to stock investments and retirement, we specialize in Bonds, Treasury Bonds, Municipal Bonds, and creating bond ladders. Our firm focuses on creating blended performance with a diversified profile to generate the most profitable results for our retirement plans. 


Our Mission

At Sage Investment Advisers, LLC we are dedicated to empowering our clients with the help of our financial knowledge and experience to help them reach their goals. Our team works closely with our clients to guide and support them in having a prosperous retirement.

Our  Company Vision

We aspire to be the most trusted investment adviser and retirement planning firm in Wappingers Falls, NY, the Hudson Valley region, and beyond to provide our clients with personalized services and expert advice.

Why Sage Investment Advisers LLC?



  • An Independent Adviser focused on you. 
  • 28 Years of Wall Street Experience.
  • Full Universe of Investment Options.
  •      Fee Transparency
  • NO Hidden Fees
  • NO Commissions
  • Low Advisory costs discussed in advance
  • Online Technology to simplify your finances and track your progress.
  • Discount fees powered by our business relationship with Charles Schwab.
  • Your Assets are always held and protected by Charles Schwab
  •      Custom Investment plans designed for you.
  • Additional Services: real estate investment advice, business consulting, business valuation, business sale, and acquisition support.


Our Financial Adviser Fees

All investment adviser fees are based on client asset value and are disclosed in advance and billed monthly with complete transparency. No need to wonder what the cost of our financial advice is. 



Client Offers


Custom Financial Plans May Include:

  • Personalized Investment Policy Statement
  • Personalized Risk Tolerance Quiz
  • Full Fee Disclosure with No Hidden Fees
  • Ongoing monitoring of your goals


Fee Transparency Review

Sage Investment Advisers LLC offers prospective clients a no charge forensic review to reveal any hidden fees charged in their account. 


Tax Free Municipal Bond Owners

Sage Investment Advisers LLC offers low-cost and commission-free bonds.


401K Investment Overview

Sage Investment Advisers LLC offers a low cost, fee based system to help clients understand and optimize their employer 401K plans.



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