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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.

Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
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Filing Final Tax Returns for the Deceased
The federal government requires deceased individuals to file a final income tax return.
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Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
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