Scott W. Burch is a non-traditional financial and wealth advisor, started his career in 1989. Sage Investment Group is an independent firm specializing in financial planning for both high-net-worth individuals and businesses, working closely with select CPA’s to help them offer more proactive and comprehensive planning to their clients.

Our proven Virtual Family Office process starts by gathering information - which allows us to identify any potential problems, as well as any opportunities, that may exist. Next, we begin to create your Virtual Family Office team if needed. Once the team has been created and collaboratively consulted, we then present our recommendations based on the goals you initially outlined, taking as much time as needed to fully answer your questions. We are then able to potentially eliminate problems and take advantage of opportunities - which may result in an overall improvement in your financial position. Once this is completed, you will know what you have, why you have it, and what it is designed to accomplish for you – thus resulting in educated decisions. We would welcome the opportunity to sit down and talk about what is important to you and establish a plan to help you accomplish your goals.

Areas of financial planning expertise include portfolio design and management, retirement planning, risk reduction, guaranteed income planning, life insurance and legacy planning.

About Us:

Sage Investment Group is a California state Registered Investment Advisor and professional firm designed to assist clients in an array of services. Our experience allows us to draw on over three decades of experience, resulting in our ability to take a comprehensive approach to our client's overall picture in an effort to help them achieve that which is most important to them. Sage Investment Group focuses primarily on the asset management, tax savings, risk reduction and income needs of investors.

Combining proactive planning and the virtual family office experience, Sage Investment Group offers an upgraded 21st century business model based around HOLISTIC and PROACTIVE advice, and are supported by a Virtual Family Office of experts.