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Who We Are and What We Believe

Sage Financial Service’s financial consultants are a special breed – we’re professionals who have passed Sage’s and LPL Financial LLC’s rigorous tests for suitability to our roles, especially when it comes to our dedication to helping clients manage their financial lives. We were chosen to represent Sage Financial because we know our business backwards and forwards.

As your financial consultant we have many objectives: to prepare you for major life events like buying a home and funding for college, to guide you and your family on the path to long-term financial independence, to help you live comfortably in retirement – and even work on plans to help you pursue a lifelong dream.

In conjunction with Sage Financial Services and LPL Financial LLC, we also provide access to a wide range of services to business clients. From employee benefits programs to executive compensation plans to business exit and succession planning, we specialize in bringing all the necessary experience to the table to provide innovative, tax-efficient business strategies to help you stay competitive and thrive.

As an LPL financial consultant, we share the philosophy that has built the firm into one of the most successful bank broker-dealers in the country. Based on your goals and risk tolerance, We recommend strategies that seek to meet or outperform specific market segments with as little risk as possible to your assets. You have our commitment to preserving your hard-earned money while we work to grow it.

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you in pursuing your goals.

Our Services

While developing a customized financial program, we will walk you through a step-by-step process that will make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the most current products available and friendly, personalized services.

What type of strategies and services do we offer access to help you work towards your financial goals?

  • Financial Planning
  • 401K Rollover Specialist
  • Income Strategies
  • Annuities
  • Stocks/Bonds
  • Customized Portfolios
  • Life Insurance /Disability Insurance
  • Retirement Planning
  • Estate Planning/ Wealth Transfer
  • Trust Management
  • Comprehensive Wealth Management

Securities offered through LPL Financial, member FINRA www.finra.com / SIPC www.sipc.org. Insurance products offered through LPL Financial or its licensed affiliates. Sage Capital Bank and Sage Capital Bank Financial Services are not registered broker/dealers and are not affiliated with LPL Financial. LPL financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.

Investment and Insurance Products:
  • Are Not FDIC Insured
  • Are Not Bank Guaranteed
  • May Lose Value
  • Are Not Deposits
  • Are Not Insured by Any Federal Government Agency
  • Are Not a Condition to Any Banking Service or Activity

Our Team

Members of our team have been successfully working with individuals and businesses throughout the America and Texas since 1986.

We are dedicated to developing lasting relationships with all our clients. We believe in helping people like you assess your financial goals and participate in the management of your finances.

Wealth Advisor Profile

Tommy W. Pietsch, Clu, Rfc

With loyal clients for more than two and half decades, Tommy Pietsch doesn’t just aim to build financial independence. He aims to build lifelong partnerships. His diversified client base includes both individuals and families developing personal retirement plans and small business owners seeking the most appropriate succession strategies.

Practiced and proficient in his field, Tommy wants to simplify complex and multifaceted financial matters. He works closely with his clients, listening to their needs and crafting personalized roadmaps that are flexible enough to potentially carry assets into the future. He’s immensely intuitive and perceptive, presenting strategies in a candid and easy-to-understand manner.

LPL Financial, Llc

LPL Financial is the largest independent brokerage firm in the United States. Based on total revenues as reported by Financial Planning magazine, June 1996-2011, LPL Financial provides unbiased research, leading-edge technology, training and non-proprietary products to independent financial advisors and financial institutions, positioning them as the premier providers of investment advice and services.

LPL Financial enables independent financial advisors, who are strategically partnered with banks and credit unions, to have access to and offer truly objective, and conflict free advice. Our open architecture platform provides our clients with access to thousands of commission, fee-based, cash and other products manufactured by various product sponsors.

LPL Financial representatives associated with this site may discuss and/or transact securities business only with residents of the following states: Texas

Securities, Financial Planning and Advisory Services offered through LPL Financial a Registered Investment Advisor, member FINRA/SIPC.