Sage Consulting and Wealth Preservation welcomes Chicago based Risk Manager, Aaron Brooks, MBA as Senior Risk Manager
Sage Consulting and Wealth Preservation, located in Saratoga Springs, N.Y., announces the addition of Aaron Brooks to their team of financial advisors. Aaron joins the Sage team with expertise accumulated throughout a career consulting with corporate executives in the financial, accounting and information systems arenas.
- (1888PressRelease) April 03, 2012 - Saratoga Springs, N.Y. - Sage Consulting and Wealth Preservation is pleased to announce an expansion to their team of financial advisors with the addition of Aaron Brooks, MBA as a Senior Risk Manager for the firm. Aaron comes to Sage with an established record of providing wholistic, beneficial advice and solutions for complex buy-sell and corporate succession issues, corporate risk management, and issues relative to protecting and preserving significant wealth; including tax elimination and risk management.
Aaron joins the Sage team with expertise accumulated throughout a career consulting with corporate executives in the financial, accounting and information systems arenas. In addition to these consultative relationships, Aaron also provides guidance for Bayfield, Inc. - a leader in risk management and insurance for over forty years where the focus is on solutions instead of products. The result is a successful financial strategy that serves Sage clients and their long-term financial goals.
"Aaron's expertise in the Risk Management arena solidifies Sage's foothold in the Wealth Preservation marketplace. He is a welcome addition to our team of professional advisors." says Sage Consulting and Wealth Preservation CEO Jason Kurchner, CFP®
Sage Consulting and Wealth Preservation is a professional team practice consisting of Attorneys, Certified Public Accountants, Insurance and Estate Planners. Affluent families and successful businesses engage Sage for consulting and risk management solutions that translate into million-dollar savings through strategic tax minimizations, asset protection, executive and corporate benefit solutions, proprietary insurance and reinsurance products, business succession and risk management. Sage is well-known nationally as the conservative creative firm that provides uncommon solutions.
Contact: Karen Wallingford, Director of Public Relations and Online Communications kwallingford ( @ ) sageplanning dot com 518-583-7243