Angela Wentz (CFP®, Other)

Angela Wentz focuses in the
following client markets or areas of practice:

  • AUM
  • Business Owners
  • Charitable Giving
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Women's Financial Planning Issues

Planning Specialties

Comprehensive Financial Planning

Take a moment to reflect: Is your life different than it was 1 year ago? Have your priorities changed?

Because we lead dynamic lives, our financial strategy must adapt to meet our needs. For this reason, we believe in the importance of having an ongoing relationship.

Our Wealth and Legacy plans are our most popular service. They are designed for clients who want a long term strategic partner to advise on their financial matters. 

Wealth Plan

The Wealth Plan is ideal for clients who desire to develop a strategic savings and investment plan to help them reach or maintain their desired lifestyle. Your plan includes a detailed review of your current financial situation, risks, and opportunities to better align your finances with your specific goals.

Utilizing our robust 24/7 technology, we provide you with the following:

  • Savings and investment strategy
  • Dynamic net worth statement
  • Income report
  • Budgeting tool
  • Tax projections
  • Debt pay down analysis
  • Retirement income projections (including Social Security Analysis)
  • College savings projections for your children or grandchildren
  • Annual strategic review
  • Annual Wealth Plan update

By utilizing an ongoing monthly fee, you are provided with an ongoing consulting relationship with a Certified Financial Planner. You also receive annual strategic reviews and qualify for complementary Wealth Plan updates.  The monthly fee enables continuous, updated access to your financial picture. For information on the Legacy Plan and Investment Management, see our website.

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Additional Information

About Angela Wentz, CFP®, MRFC
As president of Sage Wealth Consulting, LLC, my goal is to help my clients achieve their ideal lifestyle while navigating changing financial circumstances and priorities. Outside of the office, I enjoy boating, walking the beach, and practicing yoga. I am passionate about a healthy lifestyle and dabble in preparing vegan and vegetarian dishes. I am a member of Bayside Community Church, and volunteer through Junior League. At Hollins University, I was co-captain of the golf team and rode for the equestrian team. I am from central Ohio and a fan of The Ohio State Buckeyes, especially football. I’ve always enjoyed trivia and play at the Longboat Key Club. If you see me at the beach or farmer’s market, please say hello!

Professional Accreditations & Education

  • CERTIFIED FINANCIAL PLANNER™
  • Master Registered Financial Consultant
  • FINRA Series 66
  • 2-15 Life, Heath and Variable Insurance License
  • Acquired the FINRA Series 7, inactive
  • Hollins University, Virginia, B.A. in Business Communications & Technology

Industry Involvement

  • FPA Financial Planning Association Member
  • IARFC International Association of Registered Financial Consultants Member
  • CFP Certified Financial Planner Board of Standards Member
  • NAPFA National Association of Professional Financial Advisors Member

Community Involvement

  • Bayside Community Church Member
  • Junior League of Sarasota Member
  • 2018 Fund Development Committee of Junior League of Sarasota

NAPFA Start Date

April 29, 2019

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This Office

6151 Lake Osprey Dr Ste 300 Lakewood Ranch, FL 34240-8436 Phone: (941) 500-3660