Sage Investment Advisers Wins Best in the Hudson Valley

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.

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:

“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.


A poster that says keep your 401k or retirement plan diversified

Financial Tips of the Week

August 27, 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.
A pen is sitting on a wooden table next to a notebook.

Monthly Letters

August 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.
Sage and St Jude's Campaign

Sage and St. Jude's Have Done It Again

April 1, 2025
Summary:  Sage Investment Advisers Partners with St. Jude to Support Childhood Cancer Research Sage Investment Advisers, LLC proudly partnered with St. Jude Children’s Research Hospital in a fundraising campaign from February 14 to April 1, 2025. With an initial goal of $20,000, the campaign surpassed expectations, raising $20,770 to support children battling cancer and their families. President Jerry Schuder thanked supporters for their generosity, noting the funds will help provide vital care and services. St. Jude recognized the firm’s efforts, emphasizing the impact of donor support in giving families hope and easing financial burdens. Based in Poughkeepsie, NY, Sage remains dedicated to both client financial well-being and meaningful community causes.