Spartanburg's Trey Martin earns fourth honor of 2023

For Wilkes “Trey” Martin, AIF®, WMS, Managing Director & Senior Vice President of Sage Capital Wealth Management of Raymond James, the year 2023 has truly been one for the record books. This month, Trey and the Sage Capital Wealth Management team were named to Greenville Business Magazine's 2023 list of South Carolina's 50 Fastest Growing Companies, marking their fourth notable recognition this year.

This latest accolade comes on the heels of a year brimming with accomplishments. Earlier in 2023, Martin's dedication and expertise earned him a spot on AdvisorHub's prestigious list of 200 Fast Growing Advisors to Watch, reaffirming his status as a rising star in financial services. Additionally, Martin was honored as one of Forbes' 2023 Best-In-State Wealth Advisors, a testament to his unwavering commitment to his clients' financial success. Forbes also recognized Sage Capital Wealth Management as one of 2023’s Best-in-State Wealth Management Teams, further showcasing their exceptional capabilities and client-centric approach.

"We are incredibly proud of Trey’s achievements and the collective success of the entire Sage Capital team, said Brian Flemmer, Raymond James’ Greenville/Spartanburg Complex Manager. “These honors underscore Sage Capital’s dedication to delivering exceptional financial solutions and personalized service and advice."

Sage Capital Wealth Management was established in 2015 when Trey Martin and Kristiaan de Roos, Vice President, Investments, joined forces to leverage their expertise and insights in addressing the intricate financial needs of their clients. Since then, the wealth management team has expanded, welcoming Samuel J. Galloway, Jr., AIF^®, First Vice President, Investments, and Chris J. Bolle, Senior Vice President, Investments, who collectively bring over 80 years of combined experience in serving their clients.

Sage Capital Wealth Management works closely with high-net-worth clients and families to help assess, prioritize, and meet the financial goals they set for themselves. Their client-centric approach works to create holistic roadmaps that often span retirement and estate planning strategies, business succession, education funding and philanthropy markets.

Mr. Martin and his team maintain at 349 East Main Street, Suite 201 in Spartanburg as well as at 112 Haywood Rd in Greenville. They can be reached at 864.289.2100 or by visiting The Sage Capital Wealth Management website at mysagewealth.com.