Saige Private Wealth

EST. AUM
$250,000,000

CONTACTS
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CLIENT ACCOUNTS

Firm Details

Metro area Los Angeles
CRD Number
Website saigepwm.com
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Overview

Antonia La Rocca founded Saige Private Wealth in 2022 after 14 years working as a wealth advisor at a global financial institution, following 13 years as a tax consultant at a major accounting firm. She brings all of this experience to help her clients and their families pursue their life’s goals by applying the benefits of their wealth -- wisely and prudently. As an independent wealth management firm, Saige Private Wealth delivers objective advice, practical solutions, and enhanced goals-based planning. The firm develops a holistic approach for its clients’ financial well-being. Saige Private Wealth is committed to knowing its clients thoroughly – understanding their backgrounds so it can effectively guide them forward – on a clear path towards a more rewarding, satisfying and personally meaningful financial future. In addition to the advantages she brings to her clients through her background as a CPA and her Master’s in Taxation, Antonia is completing advanced studies in gerontology.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Saige Private Wealth

Platform Details

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