David Wiegman We have been using Angela at Sage wealth for approximately 4 years.We have been pleased with her financial guidance and the results. Angela is an excellent choice for your financial planning and is a pleasure to work with.
David Wiegman
L c Absolutely wonderful experience with Mary. Super helpful, friendly and very knowledgeable. Very grateful for that. The last experience I had at another location wasn’t exactly the same. Great job.
Robert Brown We recently supported one of Bryce’s clients with a document signing and were impressed by his professionalism and clear communication. Always a pleasure partnering with those who value client care. We look forward to working together again!
Karen Marcarelli I have worked with financial planners for decades and I never had the results in my retirement funds that I experienced only working months with Anthony. I was Blessed to connect with Anthony and he has never failed me in the past three years I have been with him.
He is so knowledgeable and he amazes me at how much he knows. However he then amazes me even more with how much he cares about his clients, and how supportive he is and how all his decisions are always what is best for the client----but of course he is a fiduciary----so what is most advantageous for all his clients is what we always get.
Anthony is so down to earth and so on top of everything related to his field. I respect him greatly and I rely on him and he has yet to let me down. I have total trust in Anthony and ask his opinions often. I may not have a ton of money to work with but Anthony treats me as important just the same. His staff are equally as caring and supportive and skilled as well.
If your not working with Anthony now, you are missing out for sure and your finances are not what they could be if you had the help of Anthonys knowledge and skill!!
Tom Vihn has been our trusted advisor for decades. To say Vihn is a wonderful advisor doesnt do justice. Vihn is a partner helping us achieve our financial goals. He spends time to explain everything to us and does not pressure us into a particular decision. I am now retiring. My wife and I are 100% debt free. Vihn has helped us ensure we will be able to do all that we wanted in retirement and will never have to worry about money. It is really good to know that after a lifetime of work we can enjoy life now with little worries at all.
Mark Kochanek-Freeman Dave Wattles and his team at Alexander Peter Wealth Management have made great progress with my investment. I always fons Dave and his team informative and engaging. Dave especially has navigated me through change and prosperity. I have found him honest, knowledgeable and also empathetic which means a lot in todays financial markets.
Dave has always considered me first and navigated me through great change. It makes me very happy to compliment Dave and his team members for their continuing great work.
Teodoro Arce Excellent advisor, helped me understand everything without complicating things. He was always attentive, answered my questions, and made me feel very comfortable with my decision. 100% recommended!
