Sage Wealth Strategy
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At Sage Wealth Strategy, we strive to make planning for the future as straightforward as possible.
Together, we work to develop a tailor-made strategy that fits the needs of our clients.
06/10/2026
Here’s the truth…
Most people don’t actually control their money. 💰
Traditional systems limit access, flexibility, and control. A Family Bank puts it back in your hands.
Which would you choose? 🤔
Follow Sage Wealth Strategy for more strategies that put you back in control. 👇
06/09/2026
Stop funding the IRS and start funding your own pension.
In this episode, Rohit Punyani joins the show to share how older business owners can turn required minimum distributions into non-taxable cash flow.
Reach out to our team to learn how to buy your retirement without interrupting your wealth.
👇 Link in the comments.
Most people don’t struggle because they lack money.
They struggle because their money isn’t aligned with what matters. 💭💰
Wade’s job is about helping people align their dollars, decisions, and actions with their values so their money supports the life they want to build.
Follow Sage Wealth Strategy for more conversations about building a financial life with clarity and intention. 👇
06/05/2026
Stop funding the IRS and start funding your own pension.
In this episode, Rohit Punyani joins the show to share how older business owners can turn required minimum distributions into non-taxable cash flow. Reach out to our team to learn how to buy your retirement without interrupting your wealth.
Your business should reward you for the years you spent in the trenches.
Reach out to our team to find out how you can start buying your retirement without interrupting your wealth.
A $1M 401k sounds great until taxes turn your $40k withdrawal into $22k.
Watch as Rohit Punyani breaks down a better strategy. Reach out to our team to learn more.
06/03/2026
Stop interrupting your wealth.
Connect with our team today to learn how to keep your money compounding every time you buy, borrow, or pay.
06/02/2026
Stop writing massive tax checks. Turn a six-figure deduction into a guaranteed retirement asset.
👇 Podcast link in the comments.
06/01/2026
Generational wealth is something you teach, something you model, and something the next generation learns to build again. 💰🌱
Money alone does not create lasting wealth. The habits, values, and financial thinking behind it do.
That is where real legacy begins.
Follow Sage Wealth Strategy for more conversations about building stronger financial foundations for the next generation. 💡
A lot of financial commercials ask, "What's your number?" But a single number isn't enough when you don't know the second variable: how long you are going to live.
True financial clarity means you never have to take a job you don't want when you are 90 years old just because you ran out of money.
The goal of a sound strategy is to transfer that risk. It is about moving away from the uncertain "I think" world of investing and shifting into the secure "I know" world.
Listen to the clip below.
👇 Podcast link in the comments.
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Contact the business
Address
3523 45th Street South
Fargo, ND
58104
Opening Hours
| Monday | 8am - 5pm |
| Tuesday | 8am - 5pm |
| Wednesday | 8am - 5pm |
| Thursday | 8am - 5pm |
| Friday | 8am - 5pm |