Sagewater Wealth Management
Secure Your Financial Future
Founders
Fred Zhang
Ivan Xia
*past performance is no guarantee of future results
Trusted By Clients
EXPERTISE: decades of experience, consistently outperforming the benchmark indices*
SECURITY: Your funds remain in your own account at all times, ensuring full control and transparency
PERFORMANCE: We align our success with yours through performance fees
Capital Security
Your funds never leave your accounts
We operate as a registered investment advisors with the SEC and FINRA, managing your portfolio directly within your brokerage account. Your funds are secure within your control and we have no direct access to your money.
Investment Strategies
GROWTH STRATEGY
Our growth investment strategy focuses on long-term investments in high-growth potential value companies, combined with low-risk options to enhance returns.
Benchmark: S&P 500
INCOME STRATEGY
Our conservative strategy focuses on a diversified portfolio of bonds and value stocks, combined with low-risk options to ensure steady income.
Benchmark: Bloomberg U.S. Aggregate Bond
Contact Us
9461 Charleville Blvd #1048, Beverly Hills, CA 90212
310-574-2866 sagewaterwealth@gmail.com https://www.sagewaterwealth.com