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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.

 
April 1, 2025
Sage Investment Advisers, LLC has successfully partnered with St. Jude Children's Research Hospital to support childhood cancer research through a fundraising campaign. This initiative ran from February 14 to April 1, 205, and aimed to raise funds for essential services for children affected by cancer. During this campaign, Sage Investment Advisers set an initial fundraising goal of $20,000. However, contributions exceeded expectations, reaching a total of $20,770. Jerry Schuder, President of Sage Investment Advisers, expressed gratitude to the firm’s supporters for their role in achieving this goal. He noted that these funds will help provide crucial support to children with cancer and their families. St. Jude acknowledged the generous contribution in a letter from Senior Development Director Caroline Spiraco, who commended the firm’s efforts and highlighted the impact of donor support in providing critical services to the hospital. The fundraising campaign is significant as it helps alleviate financial burdens on families, allowing them to focus on their child's health and well-being. Sage Investment Advisers, LLC is committed to supporting this important cause, and through their contributions, they play a role in giving families hope for a healthier future. Based in Poughkeepsie, NY, Sage Investment Advisers is an independent financial advisory firm that offers services including retirement planning, Social Security Optimization, and various financial solutions tailored to meet clients' present and future needs.
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March 20, 2025
We give a financial tip each week on our social media pages! Follow us on Facebook and LinkedIn to keep up to date on our latest financial tips of the week. Click the link below to view the latest weekly financial tip of the week.
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March 1, 2025
View the monthly investment letters we send out to our clients to keep them up to date on everything going on in the stock market and economy. Click below to view the latest monthly Sage Investment Advisers, LLC letter.
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