CoverProfile

Khaled Taha

Managing Partner, Wealth Advisor, Chief Executive Officer

SAGE Private Wealth Group

United States, Illinois, Chicago

About Me

With a strong intellect for strategy and successful history of turning vision into reality, CEO and Managing Partner Khaled Taha founded SAGE Private Wealth Group in 2011. With over 20 years of experience in the financial services industry, Khaled has a proven and successful track record of working with individual, high net-worth and institutional clients as well as entrepreneurs who seek to manage, preserve and transfer wealth. He brings his experience and passion to the table as he partners with clients in defining and pursuing what is most important in their financial lives and ensures a Wealth Management Standard of Care for which we can be proud. Khaled has utilized his expertise and

View more

Profile Information

Managing Partner, Wealth Advisor, Chief Executive Officer

SAGE Private Wealth Group

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Chicago

Illinois

United States

Jan 15, 2025

More profiles to browse

Profile Photo
Diane Klimek
Wealth Advisor
Profile Photo
Robert Borchardt
Investment Committee Chair
CC
Christina Castrejon
SVP, Senior Wealth Advisor
Profile Photo
Peggy Hauser
Partner, Wealth Advisor

You Might Like

RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
BW
Bill Wood
Managing Member, Principal
Nova R Wealth
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC