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Craft & Sage Wealth

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United States
Kansas City, MO
Craft & Sage Wealth

Holistic wealth management firm specializing in financial planning and personalized wealth management services.

At Craft & Sage Wealth, our commitment to you goes beyond providing financial services and advice. We view each client relationship as a partnership, working together to achieve your financial goals. Our success is aligned with yours, and we take our responsibility as partners seriously. Our team is dedicated to taking the time to understand your unique financial needs, goals, and aspirations to p

rovide tailored advice and recommendations. We believe that effective communication, transparency, and honesty are key to building a robust and long-lasting partnership. Our single aim as your partner is to help you reach your immediate and long-term financial goals, whether achieving financial independence, preparing for retirement, funding your children's education, or growing your business. We are committed to providing the expertise, resources, and guidance you need to make informed financial decisions and achieve success. Partnering with Craft & Sage Wealth means having a team of experienced financial professionals who are dedicated to your success and have your best interests at heart. Let us help you achieve your financial goals and build a secure future for you and your loved ones. Social Media Disclosure: Advisory services are offered through Craft & Sage Wealth, a Registered Investment Advisor registered with the SEC. Opinions expressed herein are solely those of Craft & Sage Wealth. The content provided here is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Industry regulations prohibit endorsements or testimonials for Craft & Sage Wealth, or any Investment Advisor Representative. Posts must refrain from recommending advisory services or providing testimonials for our firm, since they are strictly prohibited. Please understand that we are required to delete such posts, since this is a regulatory requirement. Advisory services are offered by Craft & Sage Wealth, a Registered Investment Advisor with the SEC.

09/01/2026

🎒 Back-to-school season has a way of making the future feel a little closer.

For parents and grandparents, helping fund a child’s education can be an important goal, but it shouldn’t come at the expense of your own financial future.

𝗣𝗹𝗮𝗻 𝗳𝗼𝗿 𝘁𝗵𝗲𝗶𝗿 𝗳𝘂𝘁𝘂𝗿𝗲. 𝗣𝗿𝗼𝘁𝗲𝗰𝘁 𝘆𝗼𝘂𝗿𝘀.

Good education planning means looking at the full picture:

• How much should you realistically set aside for college?
• Which accounts make the most sense?
• How do education goals fit alongside retirement savings and current cash flow?
• How can parents and grandparents coordinate their support?
• What tradeoffs are worth making, and which ones aren’t?

The goal isn’t simply to save as much as possible for education. It’s to build a plan that supports the people you care about while keeping your other long-term priorities on track.

08/31/2026

Real estate can be an incredible wealth-building tool. As your portfolio grows, though, the decisions around it tend to get more complicated.

Cash flow. Taxes. Liquidity. Concentration. Selling. Estate planning. And eventually, what happens to the properties you’ve spent years building.

We’ve recently published five articles specifically for real estate investors:

🏠 𝗥𝗲𝗻𝘁𝗮𝗹 𝗜𝗻𝗰𝗼𝗺𝗲 𝗮𝗻𝗱 𝘁𝗵𝗲 𝗖𝗮𝘀𝗵 𝗙𝗹𝗼𝘄 𝗜𝘁 𝗔𝗰𝘁𝘂𝗮𝗹𝗹𝘆 𝗣𝗿𝗼𝘃𝗶𝗱𝗲𝘀
A closer look at what your properties are really producing after expenses, reserves and other demands on cash flow.

🏠 𝗖𝗵𝗼𝗼𝘀𝗶𝗻𝗴 𝘁𝗵𝗲 𝗥𝗶𝗴𝗵𝘁 𝗥𝗲𝗮𝗹 𝗘𝘀𝘁𝗮𝘁𝗲 𝗘𝘅𝗶𝘁 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝘆
From selling outright to 1031 exchanges, DSTs and other alternatives, your exit should fit the bigger financial picture.

🏠 𝗦𝗲𝗹𝗹𝗶𝗻𝗴 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗣𝗿𝗼𝗽𝗲𝗿𝘁𝘆 𝗮𝘀 𝗣𝗮𝗿𝘁 𝗼𝗳 𝗮 𝗕𝗶𝗴𝗴𝗲𝗿 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗣𝗹𝗮𝗻
Because the decision to sell affects much more than the property itself.

🏠 𝗙𝗶𝗻𝗱𝗶𝗻𝗴 𝗕𝗮𝗹𝗮𝗻𝗰𝗲 𝗪𝗵𝗲𝗻 𝗥𝗲𝗮𝗹 𝗘𝘀𝘁𝗮𝘁𝗲 𝗥𝗲𝗽𝗿𝗲𝘀𝗲𝗻𝘁𝘀 𝗮 𝗟𝗮𝗿𝗴𝗲 𝗦𝗵𝗮𝗿𝗲 𝗼𝗳 𝗬𝗼𝘂𝗿 𝗪𝗲𝗮𝗹𝘁𝗵
How to think about concentration, liquidity and diversification when a significant portion of your net worth is tied to property.

🏠 𝗕𝘂𝗶𝗹𝗱𝗶𝗻𝗴 𝗮 𝗟𝗲𝗴𝗮𝗰𝘆 𝗪𝗶𝘁𝗵 𝗥𝗲𝗮𝗹 𝗘𝘀𝘁𝗮𝘁𝗲
What to consider when the conversation shifts from building your portfolio to eventually passing it on.

You can explore all five here:
https://craftandsage.com/category/who-we-serve/real-estate-investors/

And if real estate represents a meaningful part of your wealth, take a look at our broader Real Estate Investors page, including a video from Craft & Sage founder John Christy on how we approach planning for property owners:

The bigger your real estate portfolio becomes, the more important it is to look beyond each individual property and understand how everything works together.

08/27/2026

There’s a lot happening at Craft & Sage Wealth as we head toward fall, and much of it comes back to one goal: finding more ways to support our clients and their families through the financial decisions life brings.

In our August newsletter, we’re sharing several updates from around the firm, including:

• Welcoming Carley Cantalamessa to the Craft & Sage team
• A new partnership with Lonnie Dorland and NiceMedicare to provide a trusted resource for Medicare questions
• Expanding access to financial planning through our new subscription planning service
• Growing our Women & Wealth initiative to support women navigating major life transitions
• Getting closer to the launch of our new podcast, Wisdom For What’s Next

We’re excited about what’s ahead and grateful for the clients, families, and community who continue to grow alongside us.

Take a look at the latest edition of our newsletter to see what’s new at Craft & Sage Wealth!

https://craftandsage.com/craft-sage-updates/august-2026-newsletter/

08/26/2026

We're pleased to welcome Carley Cantalamessa to Craft & Sage Wealth as a Financial Services Associate.

Carley is a recent graduate of the University of Missouri–Columbia, where she majored in Finance and worked toward a Certificate of Investments. While at Mizzou, she was actively involved with Zeta Tau Alpha and the Association of Trulaske Business Women, experiences that helped strengthen her leadership, teamwork, and communication skills.

Carley also brings prior experience from an internship with a wealth planning firm, where she gained firsthand exposure to client meetings, investment strategies, and the financial planning process. In her new role, she'll support our advisors and clients across a variety of financial services and administrative needs while continuing to build her knowledge of the industry.

We're excited to have Carley on the team and look forward to seeing her grow with Craft & Sage Wealth.

08/19/2026

Coming Soon!

Our new podcast, Wisdom for What's Next, is getting closer to launch. Hosted by Megan, the show will explore the financial decisions that often come with life's biggest transitions, from retirement and career changes to inheritance, divorce, loss, aging parents, estate planning, and more.

Each episode will offer practical perspective to help individuals and families better understand their options and think through what comes next. We'll be sharing more details, including the first episodes, very soon!

08/07/2026

Around age 55 to 60, people begin thinking seriously about retirement.

This is the window where a lot of big questions start to come into focus.

When can I realistically retire?
How much income will I need?
When should I claim Social Security?
How will healthcare fit into the plan?
Which accounts should I draw from first?
How should my investments change as retirement gets closer?
What tax decisions should I be thinking about before I stop working?
Do I have enough flexibility if life doesn’t go exactly as planned?

The years leading up to retirement can be some of the most important planning years of your financial life.

At Craft & Sage Wealth, we help people approaching retirement organize the moving pieces, evaluate their options, and build a plan for the next chapter.

Retirement planning isn’t just about reaching a certain age or account balance. It’s about understanding what your money needs to do for you, how the pieces fit together, and what decisions need to be made before you get there.

If retirement is starting to feel closer, now is a good time to start asking the bigger questions.

08/05/2026

Medicare decisions can be confusing, and they matter for clients at every level of wealth.

Whether someone has a modest retirement nest egg or a more complex financial picture, healthcare costs, coverage choices, prescription needs, and Medicare supplement options can all have a meaningful impact on their retirement plan.

That’s why we’re excited to share a new relationship with Lonnie Dorland and his team at NiceMedicare, who help individuals and families navigate Medicare supplement coverage and related decisions.

This is an important resource for many of our clients, especially those approaching retirement, already enrolled in Medicare, or helping a parent or loved one think through their options.

We’re also glad to have a personal connection to the team through Chris Wilt, husband of our advisor Andrea Wilt.

At Craft & Sage Wealth, we believe thoughtful financial planning often includes knowing when to bring the right professionals into the conversation. Medicare is one of those areas where guidance can make a real difference.

If you’re interested in learning more, we’d be happy to connect you with Lonnie and his team.

07/30/2026

The dog days of summer are a great time to enjoy the life you’ve worked hard to build.

For many Retirees, that may mean more time with family, trips with grandkids, afternoons at the lake, weekends at a summer home, or simply slowing down and enjoying a different pace.

It’s also a good time to pause and look ahead.

The 2nd half of the year can bring important planning decisions, especially for retirees who are managing income from multiple sources, investment accounts, Social Security, pensions, rental income, charitable giving, or required distributions.

A mid-year review can help answer questions like:

• Is my income plan still on track?
• Do I need to adjust withdrawals before year-end?
• Are there tax planning opportunities to review?
• Is my cash reserve where it needs to be?
• Have my estate, insurance, or legacy goals changed?
• Are upcoming travel, family, or home expenses accounted for?

At Craft & Sage Wealth, we help retirees connect their financial plan to the life they want to enjoy, not just the accounts they’ve accumulated.

Summer should be enjoyed. A thoughtful plan can help make sure the rest of the year is enjoyed with fewer surprises.

If you're not already working with Craft & Sage, we offer a complimentary 2nd opinion on your financial plan.

https://craftandsage.com/who-we-serve/retirees/

07/28/2026

Are you a HENRY?

That stands for High Earner, Not Rich Yet, and it describes a lot of professionals who are doing well on paper but still feel like their financial life hasn’t fully caught up to their income.

You may have a strong salary, growing career opportunities, equity compensation, bonuses, business income, or multiple benefits to manage.

But higher income can also come with more moving parts:

• Bigger tax decisions
• Lifestyle creep
• Competing savings goals
• Stock options or equity compensation
• Student loans or other debt
• Retirement plan choices
• Insurance needs
• A growing family
• Real estate decisions
• Less time to manage it all

For high-earning professionals, the goal isn’t just to make more. It’s to turn income into lasting wealth.

At Craft & Sage Wealth, we help high earners organize their financial picture, make more intentional decisions, and build a plan that connects today’s opportunities with tomorrow’s goals.

If your income has grown but your financial plan hasn’t kept pace, it may be time for a deeper conversation.

Address

2500 Summit Street, Suite 103
Kansas City, MO
64108

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Telephone

+18164369939

Website

https://craftandsage.com/

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