Sage Wealth Partners, LLC

Financial planning practice offering comprehensive planning, to include retirement, risk and wealth management.

Edward Jones – Lisa Kerwin, Financial Advisor

When it comes to your financial future, it’s important to work with someone who takes time to understand you and your situation. Whether you want to plan retirement, save for college, reduce your tax bills or ensure you have income to cover expenses, we can provide personalized service and investment strategies that have proven themselves over the long-term. Contact me today to help develop a strategy that makes sense for you.