About
Sage Wealth Capital is a registered investment advisory firm dedicated to putting your financial interests first.
Our Mission: Your Financial Success
At Sage Wealth Capital, we believe that everyone deserves access to professional, unbiased investment advice. As a registered investment advisory firm, we're legally and ethically bound to act in your best interest—not ours.
We founded this firm on a simple principle: transparency, integrity, and personalized service should be the foundation of every client relationship. No hidden fees, no conflicted advice, no surprises—just honest guidance designed to help you achieve your financial goals.
Whether you're planning for retirement, growing your wealth, or protecting your legacy, we're here to provide the expertise and support you need to navigate every stage of your financial journey with confidence.
Our Core Principles
These principles guide every decision we make and every relationship we build
Integrity
We uphold the highest ethical standards in everything we do. Our fiduciary duty means we're legally obligated to put your interests above our own, every single time.
Expertise
Our team brings decades of combined experience in investment management, financial planning, and market analysis to help you make informed decisions.
Transparency
No hidden fees, no confusing jargon, no surprises. We believe in clear communication and straight forward pricing so you always know exactly where you stand.
Client-Centric
Your goals become our goals. We take the time to understand your unique situation and design strategies that align with your vision for the future.
Education
We believe informed clients make better decisions. We're committed to educating you about your investments so you feel confident and empowered.
Long-Term Focus
We're not chasing short-term gains. Our investment philosophy emphasizes sustainable, long-term wealth building through disciplined strategies and patience.
Our Investment Philosophy
We believe successful investing isn't about chasing the latest trends or trying to time the market. It's about discipline, diversification, and staying focused on your long-term goals.
Evidence-Based Approach: We rely on decades of academic research and proven investment principles, not speculation or market timing.
Strategic Diversification: We build portfolios across asset classes, sectors, and geographies to manage risk and capture returns.
Tax Efficiency: We actively manage your portfolio to minimize tax drag and maximize after-tax returns.
Risk Management: We carefully balance growth potential with downside protection based on your individual circumstances.
Cost Control: We minimize expenses through efficient portfolio construction and low-cost investment vehicles.
About Scott Holley
Experienced professionals dedicated to your financial success.
Professional Credentials & Expertise
SCOTT HOLLEY
registered investment advisor portfolio manager & financial consultant founder, sage wealth capital founder, get alpha investment research
With over 15 years of experience in portfolio management and investment strategy, At Sage Wealth Capital Scott leads the investment strategy with a disciplined, research-driven approach. He started his career at Merrill Lynch as a Financial Consultant in Los Angeles, CA and then worked as a Portfolio at three different Registered Investment Advisory firms in San Francisco managing on average over $200 million in client assets
15 Years of Experience
Series 63 Licensed & State Registered
What Sets Sage Wealth Capital Apart From Other Financial Professional Firms
The difference between a registered investment advisor and other financial professionals
Fiduciary Standard
As registered investment advisors, we're held to the fiduciary standard—the highest legal duty in finance. This means we must act in your best interest at all times, not just when it's suitable.
No Commission Conflicts
We don't earn commissions on products we recommend. Our compensation is fee-based and transparent, eliminating conflicts of interest that can compromise advice.
Full Disclosure
We're required to provide you with our Form ADV—a comprehensive disclosure document detailing our services, fees, conflicts, and disciplinary history.
Federally regulated investment advisor
Always acting in your best interest
Transparent pricing, no commissions
Schedule a Free Consultation
Schedule your free consultation today and discover how our fiduciary approach can help you build the wealth and security you deserve.