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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June 23, 2025 Sage Investment Advisers, LLC Named 2025 Best Financial Planner in the Hudson Valley WAPPINGERS FALLS, NY — Sage Investment Advisers, LLC, a trusted and local fiduciary firm based in Wappingers Falls, is thrilled to announce they have been chosen as Best Financial Planner in the Hudson Valley for 2025 , by Hudson Valley Magazine. Sage Investment Advisers beat out many other local financial planners and advisory firms to win the title of Best Financial Planner in the Hudson Valley. The Best of the Hudson Valley is an annual competition from Hudson Valley Magazine, where locals vote for their most beloved local businesses in each category. “We are honored to be named Best Financial Planner in the Hudson Valley,” said Jerry Schuder, President of Sage Investment Advisers. “This recognition validates the daily efforts of our team, working tirelessly to guide clients in retirement planning, investment management, and wealth preservation with integrity and care.” Sage Investment Advisers serves clients throughout the Hudson Valley region, including Wappingers Falls, Poughkeepsie, and beyond, offering tailored financial strategies, retirement planning, Social Security optimization, and real estate advisory services. Sage is dedicated to providing their clients with custom financial and retirement strategies to help them plan their retirement and legacy. This latest achievement adds to their list of other prestigious awards which include: 2024 Readers’ Choice: Best Financial Advisor – Hudson Valley , awarded by Daily Voice facebook.com+15dailyvoice.com+15sageinvestmentadvisersllc.com+15 Multiple Five‑Star Wealth Manager Awards (2012–2016, 2022–2025), presented by Five Star Professional fivestarprofessional.com+2fivestarprofessional.com+2fivestarprofessional.com+2 Recognized growth as the Hudson Valley’s #1 fastest-growing wealth management firm in prior industry rankings m.facebook.com+10sageinvestmentadvisersllc.com+10fivestarprofessional.com+10 Best Financial Advisor Firm (2024-2025)-Hudson Valley, awarded by USA Today “Being part of this Hudson Valley community means everything to us,” added Vice President, Joe Guarneri. “This award reflects our clients’ confidence and the strength of our fiduciary-driven practice.” ---------------------------------------------------------------------------------------------------------------------------------------------------------- About Sage Investment Advisers, LLC Located at 1829 South Road, Wappingers Falls, NY , Sage Investment Advisers is a local fiduciary wealth management and financial planning firm. The team combines financial and investment knowledge with decades of experience to offer custom investment strategies, retirement roadmaps, Social Security optimization, college planning, and real estate advisory services—all designed to empower clients to pursue financial peace and legacy building. Contact Jerry Schuder President, Sage Investment Advisers, LLC (845) 240‑1551 info@sageinvestmentadvisersllc.com Website: sageinvestmentadvisersllc.com Sage Investment Advisers, LLC , serving as Hudson Valley’s premier fiduciary firm, is honored to be named Best Financial Planner for 2025 , and remains dedicated to helping clients build their wealth, retirements, and legacies.