Home | Financial Transition Partners

Focused On Your Financial Future

We provide tailored wealth management strategies to support you and your family.

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Financial Planning For Your Goals

Strategies that go wherever life takes you

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Custom-Tailored Financial Plans

We work with you to make sure that you're always working towards your goals.

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How We Work

Providing objective advice and solutions is more than just our mission — it is our duty.

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Investment Management

Creating an effective investment strategy is an ongoing process, and our team is with you every step of the way.

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Financial Planning

Together, we’ll build a personalized plan based on your needs.

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Guiding Families and Individuals through life's transitions

Transitions in life affect our finances and our wellbeing.

Understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.

Our team works to provide you with specialized knowledge and the independent advice you need to navigate through those transitions and plan for your life’s goals.

Michele Leach, CDFA

Wealth Manager

818.704.0001 x225

818.480.4305

michele.leach@sagepointadvisor.com

Laura Leach

Wealth Manager

818.704.0001 x228

laura.leach@Sagepointadvisor.com

Lori Jasmine

Operations Manager and Client Services Associate

818.704.0001 x220

ljasmine@sagepointadvisor.com

The Ameriflex Group

Affiliated Branch

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