Sage Mountain Advisors LLC is an all-inclusive wealth management firm and alternative investing community based in Atlanta, GA. With over $3.5 billion in assets under advisement, they offer concierge-level service and a 360-degree approach that goes beyond investments to prioritize the well-being of their clients and their families. As a 100% independent and employee-owned SEC-registered investment advisory firm, Sage Mountain combines the experience of their Wall Street heritage with the flexibility and creativity of a boutique firm, providing tailored solutions in both private and public markets.
By joining Sage Mountain, clients become part of a diverse community of industry-leading clients turned investment partners, gaining access to a network that offers real-world analysis, participation in private investing, and a range of alternative investment opportunities. With a focus on alternative investments, Sage Mountain prides itself on its creative solutions, network-sourced analysis, and objective guidance, free from commissions and placement fees. Their team of experienced professionals, led by Scott Neu and Tony Cox, is dedicated to protecting and enhancing their clients' net worth for this generation and the next.
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