# Sage Vincent

> Sage Vincent is a fee-only financial advisor at PortSalus Wealth Management in Metuchen, New Jersey, who holds the CFP, CFS and CIMA credentials. Sage focuses on retirement planning, tax planning and estate & legacy planning. PortSalus Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/sage-vincent/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** PortSalus Wealth Management
- **Based in:** Metuchen, New Jersey
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $58.5M across 259 accounts
- **Credentials:** CFP, CFS, CIMA, CMT, CRPS, MSFS
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning
- **Works with:** Pre-retirees
- **CRD:** 8056292 (https://adviserinfo.sec.gov/individual/summary/8056292)
- **SEC registration:** Investment adviser representative in CA, MA, NJ
- **Exams passed:** Series 65 (2025)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://portsalus.com

## Frequently asked questions

### Is Sage Vincent a fee-only financial advisor?

Yes. Sage Vincent is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Sage's firm.

### How does Sage charge for financial advice?

Sage's firm, PortSalus Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Sage Vincent based?

Sage Vincent is based in Metuchen, New Jersey.

### What does Sage specialize in?

Sage's specialties include retirement planning, tax planning and estate & legacy planning. Sage works with pre-retirees.

### What credentials does Sage Vincent hold?

Sage Vincent holds the CFP, CFS, CIMA, CMT, CRPS and MSFS credentials.

### Is Sage Vincent registered with the SEC?

Yes. Sage Vincent is registered as an investment adviser representative in CA, MA and NJ (CRD 8056292), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does PortSalus Wealth Management manage?

PortSalus Wealth Management reports $58.5M across 259 accounts in assets under management.

### How do I contact Sage Vincent?

Through Sage's website, portsalus.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/50252): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://portsalus.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.