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Sage Investment Advisers, LLC Wins #24 Fastest Growing Wealth Management Firm: #1 in Hudson Valley, NY

Sage Ranks #24 on RIA, #1 Fastest Growing in the Hudson Valley
  

The RIA Channel has recently released its list of the fastest growing Wealth Management firms in the United States for 2022. Sage Investment Advisers, LLC from Poughkeepsie, NY was announced as the 24th fastest growing Wealth Management firm in the United States, as well as being the top fastest growing Wealth Management firm in the Hudson Valley.

Sage Investment Advisers, LLC President, Jerry Schuder, recently commented on the exciting news for the firm. “It is such an honor to not only be #24 in the nation but to appear as the #1 fastest growing Wealth Management firm in the Hudson Valley is such a blessing. If it wasn’t for the hard work of our entire team devoting themselves to keeping our clients satisfied, we most likely wouldn’t be here. We also wouldn’t be able to have this privilege without our wonderful clients who referred us and helped achieve our incredible growth.”

The growth for Sage Investment Advisers, LCC was measured by the RIA Channel with the firm showing growth of 190% for one year in the percentage of assets. Sage Investment Advisers, LLC has seen exponential growth, especially within the past year. This fast-paced growth has led to the firm being recognized for this prestige achievement. 

Sage Investment Advisers, LLC is a local financial advisor and wealth management firm located in Poughkeepsie, NY. The firm has been in business for roughly three years. The President, Jerry Schuder, has a plethora of knowledge in the financial industry, having come from his many dedicated years on Wall Street. 

To view the Sage Investment Advisers, LLC rankings and to see the remainder of the firms listed, click the link here: https://www.riachannel.com/top-50-wealth-manager-growth-percentage-list-2022/?next=21.



Published by: Sage Investment Advisers, LLC in Poughkeepsie, NY
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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