Gage Wealth management
Gage Wealth Management Group is a local Financial Planning and Wealth Management firm located in historic Newtown Pennsylvania. The Group is unique in that it sets a goal of keeping the firm small. They take on no more than 125 clients. Rather than trying to be the best to all people, this wealth management firm strives to be all things to a select group of people. This allows them to offer a high level of communication, education and personal service to each and every client. They are also intentionally independent to better serve their clients. There are many different types of financial intermediaries ready to offer you their services and each is paid differently and operates under varying regulations, conflicting incentives and restrictions that are often frustratingly opaque to the end investor. Gage Wealth Management Group is a fee-only Registered Investment Advisory firm in a fiduciary relationship with our clients. If your current financial advisor is not treating you in a way that makes you feel like a very important client, perhaps you ought to give Gage Wealth Management Group a call. They are located at 411 S State Street Suite 1-A, Newtown, PA 18940; www.gagewealthmanagement.com; 267-352-3293.