Sage Investment Advisers, LLC Awarded 5 Star Professional Wealth Manager Award
Sage Investment Advisers, LLC Awarded 5-Star Wealth Manager Award
Sage Investment Advisers, LLC is excited and honored to announce our recent plaque after being nominated for excellence in the Hudson Valley.
On July 1, 2022, Sage Investment Advisers, LLC was awarded the 5-Star Wealth Manager Award
which was presented to our President, Jerry Schuder. Mr. Schuder stated, “This is such a high
honor for our firm. When we started Sage Investment Advisers, LLC about three years ago I
never would have expected that in these few years we would be where we are. It is a wonderful
feeling knowing that the hard work of our amazing team is being recognized. But this would not
be possible without our wonderful clients who have helped to make us who we are.”
The 5 Star Professionals conduct market research to determine if a company, in one of the
industries they serve, is achieving excellence in its field. The 5 Star Professionals aims to
recognize service professionals who are providing exceptional services in the market. For
wealth managers, 5 Star Professionals only recognizes firms that “show a commitment to their
clients, demonstrate strong industry credentials, and are evaluated based on the quality of their
current practice.”
Sage Investment Advisers, LLC is flattered to have been nominated for the award; winning the
award is a great honor. Our firm is appreciative of this amazing opportunity to be awarded for
excellence in our industry. Our team has gone above and beyond to provide the highest quality
services to our clients. We are grateful for all our amazing clients. This award would not have
been possible without their support.
Sage Investment Advisers, LLC is an independent financial adviser firm located in Poughkeepsie,
NY. The firm provides services from retirement planning, Social Security Optimization, and
other necessary financial services to help you prepare for the now and the future.
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Summary: Sage Investment Advisers Named Best Financial Planner in the Hudson Valley 2025 Sage Investment Advisers, LLC, a fiduciary wealth management firm based in Wappingers Falls, has been named Best Financial Planner in the Hudson Valley for 2025 by Hudson Valley Magazine. The award highlights Sage’s trusted approach to retirement planning, investment management, and wealth preservation, serving clients across the Hudson Valley. This recognition adds to the firm’s growing list of honors, including multiple Five-Star Wealth Manager Awards, USA Today’s Best Financial Advisor Firm, and Daily Voice’s Readers’ Choice Award. President Jerry Schuder and Vice President Joe Guarneri credit the achievement to the team’s dedication to guiding clients with integrity and care.