At Sage & Main, wealth isn’t just numbers—it’s a tool to live fully, give generously, and leave a mark that matters.
We help our clients create meaningful, lasting impact through smart life insurance and estate planning strategies. By guiding individuals, families, and businesses to maximize both the enjoyment and influence of their wealth today—and for generations to come—we commit to serving every need with care, expertise, and purpose. Making a difference that endures isn’t just what we do—it’s exactly what our clients expect from us.
SUCCESSFUL FAMILIES
We Help Families Searching for:
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Simplify the complexity that often comes with significant wealth.
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Amplify the impact your wealth can have on family and the causes you care about most.
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Safeguard your legacy from unnecessary estate and transfer taxes.
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Establish a lasting foundation for multi-generational family wealth.
SUCCESSFUL BUSINESSES
We Help Businesses Searching for:
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Create a smooth transition of ownership and leadership.
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Protect non-liquid business equity from the burden of estate and transfer taxes.
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Amplify the impact the business can have on employees and family.
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Guard against the unintended consequences that often accompany succession planning.
The future you envision is possible.
We’re here to help you realize it.
More than half of your income is consumed by taxes. Adding insult to injury, you pay tax again on the money you invest. Welcome to the Tax Grind. Let us show you how to save those taxes and preserve more wealth for your family.
We are estate planners and insurance specialists. Most of our clients are referred to us by their accountants, lawyers, and financial advisors.
Sage & Main Approach
Our four-step approach is a proven framework that helps families and businesses overcome the four common challenges that keep them from reaching their financial goals.
1. Clarity
We begin by gaining clarity on what matters most—your family, your business, and the future you want to create.
2. Build
With a clear vision in place, we design strategies that help build lasting financial strength and opportunity.
3. Protect
We help safeguard the wealth you’ve created by addressing risks that could threaten it—from market uncertainty to estate taxes.
4. Steward
Finally, we help you steward your wealth wisely so it can benefit your family, future generations, and the causes you care about most.
Case Studies
How We Have Helped Our Clients
Retired couple, 72 and 68, own a holding company worth $20 million
The couple no longer gives up half of the annual business investment income to the tax department
Protect Your
Discover the benefits of whole life insurance with us. Our case study showcases how we've helped our clients secure their future. Whether you're looking for financial security or legacy planning, our team is here to guide you every step of the way.
Who We Serve
At Sage & Main, we help entrepreneurs and families stay focused on the three financial priorities that matter most—building, protecting, and stewarding their wealth. By combining wisdom, clarity, and sophisticated strategies, we help turn the future you envision into the future you experience.
Our Point of View
THE SYSTEM IS BROKEN.
Most planning starts with products. We believe it should start with people. Every family and business has a different vision for the future. That’s why we begin by clarifying what we call your preferred future—the life, impact, and legacy you want your wealth to support. Only then do we design the strategies to match. Drawing on decades of experience and deep relationships within the insurance community, we help successful families and businesses build plans that are intentional, aligned, and built to last.
What We Are
We are a fact-specific planning firm dedicated to helping high net-worth families and businesses solve real challenges and capture real opportunities.
We Are Not
We are not a consulting firm and we are not a vendor providing products
WHAT SETS US APART
The right advisory relationship should help families and businesses use their wealth more intentionally—enhancing both its impact and the enjoyment it brings today and for generations to come. At Sage & Main, we begin by understanding the future our clients want to create and designing strategies aligned with that vision.
Our Perspective
Too often, financial planning starts with products instead of people. When that happens, opportunities are missed and strategies fail to reflect the full potential of each client’s unique situation. At Sage & Main, we believe better outcomes begin with a deeper understanding of the families and businesses we serve.
Our Approach
We begin by understanding our clients’ long-term vision and the role their wealth is meant to play. From there, we work to align the client’s advisory team before implementing any strategy—ensuring every decision supports the bigger picture.
Our Results
Anyone can make claims. At Sage & Main, results come from clarity, discipline, and thoughtful design. By combining our process with deep experience in life insurance planning, we create strategies tailored to each family and business—helping them move forward with confidence and purpose.