ESG Investing

An Investment Plan with a Sense of Purpose

Your investments can do more than grow your wealth – they can also contribute positively to society and the environment. The SagePointe Wealth Management team works diligently to identify opportunities that support green initiatives, fair labor practices, and high ethical standards. These services are designed to drive positive change and benefit society as a whole.

A Legacy Plan for What Matters Most

At SagePointe Wealth Management, we work with you as well as your estate planning attorney and tax advisor to navigate the complexities of tax laws and estate planning. We’ll help you create a legacy that reflects your values while still supporting your loved ones. Empowering you with knowledge and strategies that align with your unique goals, we'll help build a balanced, comprehensive plan that not only safeguards your wealth but also reinforces your legacy of generosity and care.

Environmental Investing

We'll help you identify and evaluate sustainable and eco-friendly investment opportunities, maximizing both financial returns and positive environmental impact.

Socially Responsible Investing

By supporting companies that prioritize social and environmental responsibility, you can build a diversified portfolio and promote positive societal impact while achieving financial returns.

Governance Investing

By supporting companies with strong ethical standards and effective management practices you can reduce risks associated with poor corporate conduct.

Investments are subject to risk, including the loss of principal. Environmental, social, and governance (ESG) criteria is based on a set of non-financial principles in addition to financial principles used to evaluate potential investments. The incorporation of non-financial principles (i.e. social, environmental, political) can factor heavily into the security selection process. The investment’s ESG focus may limit the investment options available to the investor. Past performance is no guarantee of future results.

With Clarity Comes Confidence

SagePointe is where you find balance in your financial world and confidence in your financial future.  

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