Sage Vincent
PortSalus Wealth Management · Metuchen, New Jersey
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.
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Specialties
Who they serve
- Pre-retirees
Facts
| Firm | PortSalus Wealth Management |
|---|---|
| Based in | Metuchen, New Jersey |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $58.5M across 259 accounts |
| Credentials | CFP · CFS · CIMA · CMT · CRPS · MSFS |
| SEC registration | Investment adviser representative in CA, MA, NJ · CRD 8056292 |
| Exams passed | Series 65 (2025) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | portsalus.com |
| Profile |
How Sage's firm compares
- PortSalus Wealth Management's average account is about $226,000, from its Form ADV (assets managed divided by 259 accounts).
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Questions about Sage
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- PortSalus Wealth Management website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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