Sage Tree Wealth Inc. was awarded the March Business of the Month by the Fairport-Perinton Chamber of Commerce.
Sage Tree Wealth’s involvement in the chamber can be characterized as personal and that personalization is a direct reflection of the way they do business.
“The chamber exists to make member businesses visible. These member businesses have to be active in the chamber to realize this benefit. Sage Tree has representation at all of our events,” said Chamber Board of Director Kellie Wright. “In particular, Sage Tree Wealth Sales Representative Dan Lysiak has been a pleasant addition to our chamber, as he eagerly greets members and prospects at events and is so faithful in his attendance.
Thirty-six years of financial services experience has been enveloped in Sage Tree Wealth, as Daniel Monte, the owner, carries on the past family business, established by his father Frank. The younger Monte represents his Registered Investment Advisory Firm, which is located in the heart of Fairport, along Church Street near the four corners. Their expertise is in the areas of private wealth management, traditional financial planning, and company 401(k) planning and service. The 401(k) is their niche. They are known for client education and quarterly meetings with clients. Personalization! Clients report their experiences with Sage Tree Wealth as being seamless processes, including education, and the process of the building of confidence and trust.
In addition to involvement in the chamber, Sage Tree Wealth Inc. has professional associations with Rotary International, the Polar Bear Open and Victory for Vets.