Note Acquires Sage Path

NOTE ANNOUNCES ACQUISITION OF SAGE PATH ADVISORY SERVICES

Buffalo, NY – Note Advisors announced today the acquisition of Sage Path Advisory Services. Sagepath’s Principal, Kevin Flint, CFP® will join Note’s team as a financial advisor through the end of the year.

Sage Path Advisory Services has been providing investment advisory services since 2001. The financial planning and investment management firm specializes in servicing the needs of small business owners and multi-generational families across the United States.

The acquisition marks the first for Note and will bring clients from 4 different states. Note Advisors currently serves clients in 20 different states, with 11% of its clients located outside of New York State.

The firm’s headquarters will continue to operate from its offices on Lakefront Boulevard in Buffalo, NY.

“Our vision is to build a trusted home for advisors who are seeking a reliable, long-term partner for their clients’ financial futures. As more advisors face retirement or the need for succession planning, we are committed to providing a seamless transition that prioritizes continuity, care, and the enduring success of their clients,” stated Shawn Glogowski, Founder, Principal, and Chief Compliance Officer at Note Advisors. 

“I’m deeply grateful to have found a trusted home where my clients’ financial futures will continue to be cared for with the same dedication and integrity that we have always upheld. Knowing that they are in capable hands gives me great peace of mind, and I’m confident Note will provide them stability and continuity for years to come,” says Kevin Flint, founder of Sage Path.

Locally owned and operated, Note Advisors manages over $426 million in assets for its clients. Last year, the firm celebrated its 10th anniversary in Western New York. 

Terms of the agreement were not released.