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About SageView Wealth Management

About SageView Wealth Management

SageView is an employee-owned and independent SEC-Registered Investment Advisor (RIA) with over 270 employees located in more than offices nationwide. Our firm provides unbiased retirement plan and wealth management consulting services to clients throughout the U.S.

We have been advising retirement plans, participants, and households since 1989. SageView serves over 1,900 retirement plans and 4,000 households totaling more than $150 billion (as of 6/30/22) in client assets. Our advisors each have extensive experience in the financial industry ranging from large scale retirement plans to high net worth households.

Working Together

We are committed to providing a high level of service that stands apart from the rest.

Customized Solutions

We work with you to create customized strategies that address your personal needs.

Our Team

Our experienced team of investment specialists and wealth advisors offer comprehensive wealth management and retirement planning strategies.  

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9 Facts About Retirement

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.
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Filing Final Tax Returns for the Deceased

Filing Final Tax Returns for the Deceased

The federal government requires deceased individuals to file a final income tax return.
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Impact of Taxes and Inflation

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
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