We are a boutique, female owned and operated firm with over 35 years of experience. We are fiercely independent. That means we only answer to you and not the demands of a large firm.
We like it that way
Hello and welcome, I’m Barbara Norman
Founder of Sage Path Solutions
I started my career in 1986, working for a large insurance and wealth management firm. I learned a lot during my time with them. Mostly, I learned that they were more concerned with how much money I made for them, and not for my clients. Had I stayed with them another 16.5 months, they would have doubled my pension. I couldn’t do it – not one more day.
Sage Path Solutions has selected Charles Schwab & Co., Inc. as primary custodian for our clients’ accounts. Schwab Advisor Services serves independent investment advisory firms like ours and includes the custody, trading and support services of Charles Schwab & Co., Inc. As a registered broker-dealer and a member of the Securities Investor Protection Corporation (SIPC), Schwab is subject to certain regulations intended to protect assets held in brokerage accounts maintained at Schwab.