Craft&sage Wealth
Craft & Sage Wealth, established in 2012 as John T. Christy Financial Services, LLC, is an SEC-registered investment advisor based in Kansas City, MO. Led by Principal Owner John T. Christy, the firm offers portfolio management, investment analysis, and financial planning for individuals, high net worth individuals, businesses, and charitable organizations. Their investment approach involves quantitative, fundamental, technical, and economic analysis to align with clients' goals. The firm operates as a fiduciary, acting in the best interest of clients, and requires a written financial service agreement before providing services. Craft & Sage Wealth is an asset-based fee investment management firm, not accepting commissions or acting as a custodian. Clients grant investment discretion to the firm for portfolio management services, allowing trades to be made without specific consent for each transaction. The firm does not charge performance-based fees and serves various client types without a minimum account size requirement. Craft & Sage Wealth conducts periodic reviews of client accounts and does not provide proxy voting services. The firm has no disciplinary disclosures and maintains financial stability without bankruptcy history.
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