HONESDALE, PA — Sage Investments, founded in 2004 by Josh Sheard, has recently announced its relocation to historic Honesdale.

Sage Investments specializes in tailored strategies for retirement planning, investment management and tax-efficient solutions.

Since its founding, Sage Investments has helped clients navigate life’s key milestones, a release from the company reads. From buying a first home and managing career transitions to securing a fulfilling retirement and building generational wealth, their strategies adapt to evolving client needs. In 2022, Josh’s son, Andrew Sheard, joined the team as a certified financial planner.

“At Sage Investments, we understand that financial goals look different for everyone,” said Josh. “Whether you’re a young professional building wealth, a family planning for the future, or someone ready to retire with confidence, we simplify the process and help you focus on what matters most.”

In a recent press release, the Sheard family and their team said they are “proud to be active members of the Honesdale community,” volunteering at local schools, churches and organizations. They believe in the importance of balancing professional expertise with meaningful community engagement, reflecting their commitment to their clients and the community, the release reads.

Sage Investments’ new office is located at 215 8th St. More information is available at 570/729-1020 or www.sageinvestments.net.