Wade Borth standing in a conference room

Wealth Coach, Educator
& Trusted Advisor

Helping families, business owners, and professionals create long-term financial confidence through personalized strategies and meaningful relationships.

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Founder of Sage Wealth StrategyPowered by

How Wade Helps Clients

  • Wealth Strategy

    Personalized financial strategies designed around your long-term goals and lifestyle.

  • Retirement Planning

    Helping individuals and families prepare for retirement with clarity and confidence.

  • Business Owner Planning

    Strategic guidance for entrepreneurs and business owners navigating growth, protection, and legacy planning.

  • Financial Education

    Simplifying complex financial concepts through conversations, resources, and ongoing support.

  • Legacy & Long-Term Planning

    Helping families think beyond today and create lasting impact for future generations.

  • Agent Coaching

    Helping financial professionals grow with greater confidence through mentorship, leadership development, strategic guidance, and real-world industry experience.

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Financial guidance built around people, not products.

For years, Wade Borth has helped individuals, families, and business owners navigate financial decisions with greater clarity, confidence, and long-term perspective.

Through his work with Sage Wealth Strategy and Factum Financial, Wade combines strategic planning, education, and relationship-driven advising to help clients move forward intentionally.

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Meet Wade

Wade believes financial planning should feel personal, empowering, and aligned with the life you actually want to build. His approach centers around education, long-term thinking, and helping clients understand the “why” behind every financial decision, not simply selling financial products.

With decades of experience in financial strategy and wealth planning, Wade works closely with clients who value trust, communication, and a thoughtful approach to building their future.

Professional Partnerships

  • Helping individuals, families, and business owners navigate financial decisions with confidence through thoughtful planning and relationship-driven advising.

  • A collaborative financial network focused on leadership, growth, and empowering advisors and clients through modern financial strategies.

Is Infinite Banking Too Good to Be True?

In this episode of Wade Borth Podcast, Wade Borth and Beth Reich tackle one of the most common reactions people have when they first hear about Infinite Banking and whole life insurance strategies: “This sounds too good to be true.”

Wade breaks down why skepticism around alternative financial strategies is natural, while also challenging listeners to examine the traditional banking and retirement systems with the same level of scrutiny. The conversation explores the difference between guaranteed assets and speculative investments, the role of liquidity during economic downturns, and why education and intentionality are essential when making financial decisions.

Explore podcast episodes, guest appearances, and conversations focused on financial education, mindset, leadership, entrepreneurship, and long-term thinking.

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Trusted Relationships Matter

Wade’s work is built on long-term relationships, honest conversations, and helping clients feel more confident about their financial future.

Let's Build a Strategy That Fits Your Life

Whether you’re planning for retirement, growing a business, or looking for greater financial clarity, Wade is here to help guide the conversation.

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