Angela Wetzig Email & Phone Number

Angela Wetzig

Senior Financial Advisor, Founder at Sage Wealth Consulting, LLC | Sarasota, Florida, United States

Angela Wetzig Socials
About Angela Wetzig

Angela Wetzig, CFP®, MRFC, is a distinguished Senior Financial Advisor and the Founder of Sage Wealth Consulting, LLC, based in Sarasota, FL. With a commitment to independent advice and strategic planning, Angela operates under a fiduciary standard, ensuring that her clients receive unbiased guidance tailored to their unique financial circumstances. Her expertise spans a wide array of financial services, including retirement planning, investments, and multi-generational planning, making her a trusted partner for individuals and families navigating complex financial landscapes.

At Sage Wealth Consulting, Angela leads key projects that focus on holistic financial planning, helping clients organize, grow, and protect their assets through life's transitions. Whether it's guiding clients through retirement strategies or structuring charitable gift annuities and trusts, Angela’s approach is rooted in a deep understanding of each client's goals and aspirations. Her proficiency in private equity and securities further enhances her ability to craft personalized investment strategies that align with her clients' long-term objectives.

Angela's dedication to her clients extends beyond traditional financial planning; she is passionate about empowering individuals to achieve their desired lifestyle while adapting to changing financial priorities. By leveraging her extensive knowledge and skills, Angela Wetzig is not just a financial advisor, but a strategic partner committed to fostering financial literacy and confidence in her clients. Her work at Sage Wealth Consulting exemplifies a client-centered approach that prioritizes transparency, integrity, and a genuine commitment to helping clients thrive financially.

Angela Wetzig Work
1 experience icon

Senior Financial Advisor, Founder at Sage Wealth Consulting, LLC in August 2018 to Present

2 experience icon

Investment Executive, Assistant Vice President at Fifth Third Securities in April 2017 to April 2018

3 experience icon

Financial Advisor, Private Client Services at Sequoia Financial Group in May 2013 to March 2017

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Angela Wetzig Skills

Family Office

Multi-generational wealth transfer

Charitable Gift Planning

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About Angela Wetzig's Current Company
Frequently Asked Questions about Angela Wetzig

What is Angela Wetzig email address?

Email Angela Wetzig at [email protected]. This email is the most updated Angela Wetzig email found in 2026.

How to contact Angela Wetzig?

To contact Angela Wetzig send an email to [email protected]. (updated on October 30, 2024)

What company does Angela Wetzig work for?

Angela Wetzig works for Sage Wealth Consulting, LLC

What is Angela Wetzig's role at Sage Wealth Consulting, LLC?

Angela Wetzig is Senior Financial Advisor, Founder

What is Angela Wetzig's Phone Number?

Angela Wetzig's phone (305) ***-*428

What industry does Angela Wetzig work in?

Angela Wetzig works in the Investment Management industry.

Angela Wetzig Email Addresses

Email Angela Wetzig at [email protected]. This email is the most updated Angela Wetzig email found in 2026.

Angela Wetzig Phone Numbers

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