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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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.