Sage D’Aprile
EXPLOREMY WHY
Why I Became a Financial Advisor
Personal finances are an essential part of our daily lives, and a positive financial experience allows us to concentrate on the things that matter most. As a financial advisor, I recognize how financial guidance and wealth management can empower individuals to focus on what is most meaningful to them. The daily satisfaction that I experience in this role motivates me when helping clients navigate their financial goals.
About Sage
Sage D’Aprile joined Forum Financial Management in 2023 as a Financial Advisor. Before joining Forum, Sage served for more than 10 years as an officer in the Marine Corps. He served as an air officer for the 1st Battalion, 2nd Marines at Camp Lejeune, North Carolina. From 2016 to 2020, he flew the AV-8B Harrier. Sage was a flight instructor for the T-45C Goshawk at Naval Air Station Meridian in Mississippi.
A former active-duty service member, Sage is familiar with military pay, flight pay, military allowances, VA benefits and the GI Bill.
Sage earned a bachelor’s degree in business and management from Rensselaer Polytechnic Institute in Troy, New York.
FORUM ARTICLES & INSIGHTS
A PERSONAL APPROACH
Tell Us About Your Financial Life and Aspirations
Your experience begins with an initial meeting to identify your financial vision for the future and risk tolerance levels. We review our investment philosophy and approach with you so that you fully understand each milestone of our process and how our relationship will evolve over time.
PREVIOUS 
Discuss Topics Crucial to Your Financial Success
Over the course of the next few meetings, the content and breadth of each meeting is defined by your personal needs. We can review your estate planning and risk management needs, discuss retirement accumulation or distribution planning, evaluate educational funding needs, review your tax situation, and go over any other items crucial to your financial success.
PREVIOUS Develop a Strategic Plan Unique to You
Once you select an allocation, we put together a strategic implementation plan that will coordinate investment of your portfolio between qualified (tax-advantaged) assets and non-qualified assets in order to maximize tax efficiency. The topics we address during our time with you vary depending on your unique needs and situation.
Putting Your Plan Into Action
We establish your Forum account based on the portfolio allocation we discussed and what we learned about your risk tolerance and financial goals. With your new Forum account now in place, you will have the opportunity to access your Forum Client Portal for the first time and connect with members of the Forum Client Service team.
Review Goals and Plans When Your Life Changes
You will receive reporting that will clearly show your performance net of all fees and compared to applicable market indexes. Additionally your assets are held at a reputable third-party custodian that furnishes independent monthly reports so you can feel confident about the safe handling of your money.
