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Wealthspire Advisors to Acquire Sage Financial Advisors, a Nevada-Based Wealth Management Firm

Wealthspire Advisors LLC, an NFP company and independent investment adviser, today announced a signed agreement to purchase Sage Financial Advisors, Inc., a Nevada-based registered investment advisor (RIA). Sage manages approximately $194 million in assets and maintains an office in Reno.

California , United-states , Washington , Nevada , Reno , Mike-lamena , Kirstin-griffin , Brian-loy , Sage-financial-advisors-inc , Wealthspire-advisors , Devoe-company , Ropes-gray

Wealthspire Advisors to Acquire Sage Financial Advisors, a Nevada-Based Wealth Management Firm

Wealthspire Advisors LLC, an NFP company and independent investment adviser, today announced a signed agreement to purchase Sage Financial Advisors, Inc., a Nevada-based registered investment advisor (RIA). Sage manages approximately $194 million in assets and maintains an office in Reno.

Reno , Nevada , United-states , California , Washington , Kirstin-griffin , Mike-lamena , Brian-loy , Wealthspire-advisors , Wealth-management-firm , Devoe-company , Ropes-gray