Awards & Recognition-Sage Investment Advisers
Our Firm's Achievements & Awards
Our Most Recent Award
We are thrilled to share that Sage Investment Advisers LLC has been awarded the title of Best in the Hudson Valley in the Financial Planner category for this year. We extend our heartfelt gratitude to our clients and the amazing community for their support, which has contributed to this latest achievement.
2025
Best in the Hudson Valley
Each year, the Hudson Valley community chooses its preferred businesses across different categories in Hudson Valley Magazine's Annual Best in the Hudson Valley. Sage Investment Advisers LLC is thrilled to be recognized as the Best Financial Planner in the Hudson Valley!
5-Star Wealth Manager 2025
Our firm and our President have been recognized as one of the top-tier Wealth Managers in the Hudson Valley, as featured by RIA Channel and listed in Hudson Valley Magazine. With a remarkable 120 years of combined experience, our team has consistently delivered exceptional services to our highly satisfied clients.
2025 Hudson Valley Five Star Wealth Manager Video
Best Financial Advisor Firms 2025 Award-USA Today
Sage Investment Advisers, LLC is pleased to announce that we have been recognized as one of the Best Financial Advisor Firms for 2024 and 2025 by USA Today.
2024
5 Star Wealth Managment 2024
Our firm and our President have garnered recognition as leading Wealth Managers in the Hudson Valley, as highlighted by RIA Channel and featured in Hudson Valley Magazine. Boasting an impressive 120 years of collective experience, our team has consistently provided outstanding services to our very satisfied clients.
Best Financial Advisor Firms 2024 Award-USA Today
Sage Investment Advisers, LLC is proud to share that we have been honored as one of the Best Financial Advisor Firms for 2024 by USA Today.
2024 Daily Choice Reader's Award
We are excited to share that Sage Investment Advisers, LLC has been recognized as the Best Financial Advisor in the Hudson Valley in the 2024 Daily Voice Readers' Choice Awards!
2023
2023 Five-Star Wealth Management
Our firm, along with our President, has earned recognition as one of the premier Wealth Managers in the Hudson Valley, as highlighted by RIA Channel and showcased in Hudson Valley Magazine. Boasting an impressive 120 years of collective experience, our team consistently provides outstanding services to our thoroughly satisfied clientele.
2022
5-Star Wealth Management
Our firm, along with our President, has been acknowledged as one of the premier Wealth Managers in the Hudson Valley, as highlighted by RIA Channel and included in Hudson Valley Magazine. Boasting an impressive 120 years of combined experience, our team has consistently provided outstanding services to our extremely satisfied clients.
