Art Of Wealth Management

HistoryStarting in 1980, Brian Loy worked for a Bay Area financial services firm. For the next 10 years, he gained valuable planning experience and met some outstanding professionals. He estimates that he prepared and/or reviewed over 300 financial plans for executives, business owners and retirees. He was also involved in venture capital and emerging venture leasing business. In 1992, Brian and his wife returned to northern Nevada (both raised in Carson City) to start a family and enjoy the quality of life that the Reno/Tahoe area affords. For two years, Brian was a Financial Consultant for Shearson Lehman Brothers. During that time, he was also an officer for the Reno chapter of Certified Financial Planners and met the then- Director of Investments for an investment management firm specializing in orthodontic clientele. In 1994, Brian joined that firm as Director of Investments, and in 1995, was offered and acquired that investment advisory business and formed Sage Financial Advisors.SpecialtiesWe provide a range of financial services including wealth management, business services, retirement planning and personal financial services.

Wealthspire Advisors, founded in 1995 and based in Reno, NV, is a comprehensive wealth advising firm dedicated to optimizing clients' financial lives. With a team of 370 professionals and $294 billion in assets under management, they serve a diverse clientele including individuals, families, business owners, and charitable investors. The firm emphasizes personalized financial planning, investment strategies, and client experience, ensuring that each relationship is built on a thorough understanding of individual goals. Their internal team of experts is committed to identifying the best investment solutions tailored to meet the unique needs of their clients. Generated from the website