SageFusion | Intelligent Investment Management
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​Are we a good fit for you?

Expert Wealth Management
​For Accredited Investors

We use SageFusion to manage your capital
SageFusion Is The Partner That Can Elevate Your Position In The Marketplace With Cutting-Edge AI-Driven Asset Management Solutions.
Phone: 917-512-9523
Address: 99 Wall Street Suit 1672, New York, NY 10005
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Email:  [email protected]
Schedule a free consultation

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Explore Advanced Wealth Management Solutions with SageFusion: Proven Strategies for Optimizing Returns

​Are you searching for expert wealth management solutions right in your area?

Look no further. Our SageFusion team provides personalized wealth management strategies tailored to your unique financial goals. Whether you're planning for retirement, growing your investment portfolio, or seeking comprehensive financial planning, our local experts are here to help.


​Why Choose Us?

Local Expertise:
Our financial advisors are deeply rooted in your community and understand the local market dynamics.
Customized Strategies:
We create personalized investment plans that align with your specific needs and objectives.
Transparent Fees:
No hidden costs—just clear, competitive pricing to ensure you get the best value for your investment.
Advanced Tools:
Leverage cutting-edge technology and data-driven insights for smarter financial decisions.
Trusted Advisors:
Our team is dedicated to building long-term relationships and offering reliable guidance every step of the way.
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Michael Kelly
SPOC, SMC, SAMC
Wealth Management Consultant
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With over a decade of experience in wealth management and banking, Michael has collaborated with Fortune 500 companies across a variety of roles. His successes include developing high-frequency trading software for leading banks and applying advanced numerical strategies designed to consistently outperform the markets, even in dynamic and challenging conditions.​
LinkedIn

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Our Services Include:

→​ Wealth Management and Planning
→​ ​Investment Portfolio Management
→​ ​Retirement Planning
→​ ​Tax Optimization Strategies
→​ ​Estate Planning
→​ ​Risk Management

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Ready to take control of your financial future?

​Contact us today to schedule a consultation
​with a local wealth management expert.
Schedule A Meeting

​

​
  • Results
  • Apply for Access
  • Who We Serve
  • Insights
  • What We Offer
  • About
    • Financial Advisor in New York
    • The Wealth Almanac
    • Podcast
  • Contact Us