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.

About Greenville Business Magazine’s Ranking

The Greenville Business Magazine ranking of the 2023 South Carolina 50 Fastest Growing Companies is based on company revenues for the three most recent fiscal years. Nominees are judged on financial growth and employee growth over the three-year period from 2020 to 2022. This ranking is based upon the period from 1/1/2020 to 12/31/2022 and was released on 8/4/2023. Eligible companies must be headquartered in South Carolina, have been in operation for at least three full fiscal years, and have reported at least $3 million in revenue in 2022. Out of approximately 71 nominations considered, 50 companies received the recognition. This ranking is not indicative of a company’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Greenville Business Magazine.

About Forbes Rankings

The Forbes Top Wealth Advisors Best-In-State 2023 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2021 to 6/30/2022 and was released on 4/4/2023. Those advisors who are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those who encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 39,007 nominations, 7,321 advisors received the award. This ranking is not indicative of an advisor’s future performance, is not an endorsement and may not be representative of an individual client’s experience. Neither Raymond James nor any of its financial advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or SHOOK Research, LLC. Please visit https://www.forbes.com/lists/best-in-state-wealth-advisors/?sh=181ba856ab97 for more info.

The 2023 Forbes ranking of America’s Top Wealth Management Teams Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 4/1/2021 to 3/31/2022 and was released on 01/12/2023. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 8,000 team nominations, 2,860 advisor teams received the award based on thresholds. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please see https://www.forbes.com/lists/wealth-management-teams-best-in-state/ for more info.

About AdvisorHub’s Ranking

The 2022 AdvisorHub 100 Fastest Growing Advisors to Watch ranking is as of 6/23/2022 and based on an algorithm of criteria, focused on three key areas: Scope of practice as measured by assets, production and level of service, Year-Over-Year Growth and Professionalism and Character. The rankings weigh the scores in Scope of Practice and Growth more heavily than other areas. Advisors considered have a minimum of seven years’ experience, a compliance record with no more than three complaints and must have been with their current firm since 1/1/2020. Out of approximately 560 total nominations received, 200 advisors received the award. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its financial advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with AdvisorHub.

About Raymond James

Raymond James Financial, Inc. (NYSE: RJF), is a leading diversified financial services company providing private client group, capital markets, asset management, banking and other services to individuals, corporations and municipalities. The company has approximately 8,700 financial advisors. Total client assets are $1.17 trillion as of December 31, 2022. Public since 1983, the firm is listed on the New York Stock Exchange under the symbol RJF. Additional information is available at raymondjames.com.

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