Helping You Navigate the Path to Financial Security.
Find Your Zen, Own Your Clarity
You dedicated years to mastering your craft, investing countless hours of hard work and making significant sacrifices to build your career. Now that you’re doing what you love and making a difference, we believe you deserve to enjoy the rewards of your efforts and gain financial clarity, confidence, and peace of mind of a true and tested plan.
Why Sage Path?
Clear Outcomes. Confident Decisions.
We know our clients have hectic, busy schedules, so we provide convenient virtual meetings that are timely and efficient.
We serve clients across various professions, financial solutions tailored for high-earning professionals seeking greater control and efficiency in creating multiple streams of income, and reducing tax liability.
Collaboration and cross-pollination. We have a unique team approach with advisors who all bring different ideas and expertise to the table.
Trifecta to Mindful Mastery
Reflect
Have a discovery consultation with us (in person, online, or over the phone) to determine if we’re a good fit and have good synergy.
Flow
Trust the process, take mindful action based on evidence, and watch the results unfold.
Align
We’ll cover all the bases. Then, based on relevancy, provide insights to alternative asset classes and lessor known wealth and tax strategies.
Meet Our Partners
Sonia Samra
Sonia Samra is a serial entrepreneur with over two decades of experience building businesses across multiple industries. Along the way, she developed a creative approach to advanced tax strategy, capital positioning, and long-term wealth protection, believing that true financial success comes from pairing intelligent growth with strong risk management.
Her perspective deepened while working with an ultra-high-net-worth private family office, where she saw that many hardworking individuals weren’t using the same coordinated strategies the wealthy rely on to build and protect their legacy. Sonia believes concentration builds wealth, diversification preserves it, and lasting success requires both offense and defense.
Today, she guides clients along the Sage Life—a path grounded in data, timeless principles, and strategic collaboration. She works within a trusted network of CPAs, attorneys, and financial advisory firms to design integrated plans that help clients grow, protect, and pass on their wealth with confidence.
Sonia's Contact Info
Email: sonia@sagepathwealth.com
Phone: (916) 400-9174
Iman Mustafa
Iman’s path into finance was shaped by competition, discipline, and a lifelong pursuit of excellence.
A high-level athlete from a young age, Iman spent nearly two decades on the path toward playing professionally, developing the mental toughness, work ethic, and strategic mindset required to perform at elite levels. Along the way, she discovered that the same principles that create success in sports, preparation, consistency, and long-term vision, also drive success in building wealth.
Driven by a passion for helping others gain clarity and control over their financial lives, Iman works with high-income professionals, entrepreneurs, and families to design protection-powered growth frameworks that prioritize capital preservation, tax-efficient accumulation, and long-term optionality.
Iman believes true wealth is about freedom of choice, confidence in decision-making, and building systems that support life goals across generations. To Iman, every client’s journey becomes a piece of her purpose.
Iman's Contact Info
Email: iman@sagepathwealth.com
Phone: (916) 597-0592
Tracy Lee Wood
Hardip Singh
Hardip is a Certified Public Accountant turned entrepreneur who now runs multiple successful businesses. He had the privilege of starting his career at KPMG, later transitioning to corporate tax planning with Gallo, Foster Farms, and Kendo Brands. With deep expertise in tax strategy and business operations, Hardip helps clients navigate the complexities of growing and managing a business. He doesn’t replace your CPA or team—he works alongside them to ensure you’re leveraging every IRS tool and code available to legally reduce your tax burden. His mission is simple: to help you keep more of your money so you can invest, grow, or work less and enjoy more time doing what you love.
Solutions & Strategies
Built on Protection. Designed for Growth.
Tax Intelligence
Tax-Free Retirement Planning, Tax Optimization, Tax Advisory, Tax Diversification, TFRA, LIRP, and Roth Conversion.
Business Concepts
Employee Benefits, Asset Protection, Executive Bonus, Key Man, Business Succession.
Wealth Strategies
Estate Planning, Life Insurance, College Funding, Annuities, Social Security Maximization, Rollovers, 401k IRA Conversion to Roth.
Proudly Partnered with the Following Highly-Rated Financial Institutions
Questions? Contact Us Here!
Phone
(916) 400-9174
sonia@sagepathwealth.com
Address
1520 E. Covell Blvd, Suite B5, Davis, CA 95616
Terms & Conditions
Last Updated: March 19, 2025
Welcome to SagePath Wealth (“Company,” “We,” “Us,” or “Our”). These Terms and Conditions govern your use of our website and services. By using our services, you agree to these Terms. If you do not agree, please do not use our site.
1. Definitions
“Company” refers to SagePath Wealth, located at 1520 E. Covell Blvd, Suite B5, Davis, CA 95616. “Service” refers to our website and offerings. “You” refers to any user of our services. “Website” refers to any online platform operated by SagePath Wealth.
2. Acceptance
By using our services, you agree to these Terms. You must be at least 18 years old. Your use is also governed by our Privacy Policy.
3. Third-Party Links
We may include links to third-party websites. We are not responsible for their content or privacy practices.
4. Termination
We reserve the right to suspend or terminate access to our services for violations or at our discretion.
5. Limitation of Liability
We are not liable for indirect or incidental damages, including loss due to investment decisions, product performance, or financial products offered by third-party institutions. Our total liability is limited to $100 or the amount paid directly to SagePath Wealth for services.
6. Disclaimer
All services are provided “AS IS” without warranties. Availability and performance are not guaranteed.
7. Governing Law
These Terms are governed by California law. Disputes will first be addressed informally. Unresolved disputes may proceed to binding arbitration or small claims court if applicable.
8. Legal Compliance
You confirm you are not subject to U.S. government restrictions or embargoes.
9. Severability & Waiver
If any term is unenforceable, the rest remain in effect. Failure to enforce a term is not a waiver.
10. Changes
We may update these Terms at any time. Material changes will be posted with 30 days’ notice.
11. Contact
Questions? Contact us at:
1520 E. Covell Blvd, Suite B5
Davis, CA 95616
Phone: (916) 400-9174
Disclaimer
SagePath Wealth Disclaimer
Last Updated: March 19, 2025
This Disclaimer governs the use of the SagePath Wealth website (“Website”) and all content, services, and products provided by SagePath Wealth (“Company,” “We,” “Us,” or “Our”). By accessing or using this Website, You (“User,” “You,” or “Your”) agree to this Disclaimer. If You do not agree, please discontinue use immediately.
1. General Information Disclaimer
The content provided on this Website is for informational and educational purposes only. Nothing on this Website constitutes financial, investment, legal, tax, or professional advice. Using this Website does not establish a financial, advisory, or client relationship between You and the Company. Any reliance You place on the information provided is at Your own risk. While We strive for accuracy, We do not guarantee that the content is complete, accurate, or current. We may modify, update, or remove content at any time without notice. Past performance is not indicative of future results. Any examples of financial strategies, investment performance, or tax savings are for illustrative purposes only and do not guarantee specific outcomes.
2. No Liability Disclaimer
To the maximum extent permitted by law, We are not responsible for any losses, damages, or liabilities resulting from the use of this Website, including but not limited to investment losses, business losses, tax implications, or financial decisions made based on Our content. We do not guarantee that this Website will always be available, uninterrupted, or free from errors, viruses, or harmful components. If We mention or link to third-party products or services, We do not endorse or guarantee them. Interactions with third parties are at Your own risk.
3. External Links Disclaimer
This Website may contain links to third-party websites. We do not control or verify the accuracy, reliability, or security of those sites. We are not responsible for any losses or damages that result from visiting external websites. We recommend reviewing the privacy policies and terms of any third-party websites You visit.
4. Errors & Omissions Disclaimer
We aim for accuracy, but the content on this Website may contain errors, omissions, or outdated information. Laws, regulations, and financial markets change frequently. We are not responsible for any consequences resulting from outdated or incorrect information. Always consult a licensed professional before making financial, tax, or investment decisions.
5. Fair Use & Copyright Disclaimer
Some content on this Website may include copyrighted material used under the “fair use” doctrine as permitted by U.S. Copyright Law. If You believe Your copyrighted material is being misused, please contact Us and We will review the matter promptly.
6. Views & Opinions Disclaimer
Opinions expressed on this Website, including blog posts or user comments, are those of the authors and do not necessarily represent official Company views. These are not endorsements of any specific financial product or strategy. Users are responsible for their own comments and any legal consequences that arise. We reserve the right to moderate or remove content at Our discretion.
7. No Professional Advice Disclaimer
This Website does not provide legal, tax, accounting, or financial advisory services. Always consult with a qualified professional before making financial decisions. We do not accept liability for any actions taken based on the content provided here.
8. “Use at Your Own Risk” Disclaimer
All information is provided “as is” and “as available,” without warranties of performance, results, or compliance. You understand and accept that financial risks are inherent in all investment and tax strategies. We are not responsible for Your financial outcomes.
9. Governing Law & Jurisdiction
This Disclaimer is governed by the laws of the State of California. You agree to resolve disputes informally by contacting Us first. If unresolved, disputes will be handled through binding arbitration in California.
10. Changes to This Disclaimer
We reserve the right to update or modify this Disclaimer at any time. We will update the “Last Updated” date accordingly. Continued use of the Website after changes constitutes acceptance of the revised Disclaimer.
11. Contact Us
If You have any questions about this Disclaimer, You can contact Us at:
SagePath Wealth
1520 E. Covell Blvd, Suite B5
Davis, CA 95616
Phone: (916) 400-9174
DMCA
SagePath Wealth Disclaimer
Last Updated: March 19, 2025
This Disclaimer governs the use of the SagePath Wealth website (“Website”) and all content, services, and products provided by SagePath Wealth (“Company,” “We,” “Us,” or “Our”). By accessing or using this Website, You (“User,” “You,” or “Your”) agree to this Disclaimer. If You do not agree, please discontinue use immediately.
-
General Information Disclaimer
The content provided on this Website is for informational and educational purposes only. Nothing on this Website constitutes financial, investment, legal, tax, or professional advice. Using this Website does not establish a financial, advisory, or client relationship between You and the Company. Any reliance You place on the information provided is at Your own risk. While We strive for accuracy, We do not guarantee that the content is complete, accurate, or current. We may modify, update, or remove content at any time without notice. Past performance is not indicative of future results. Any examples of financial strategies, investment performance, or tax savings are for illustrative purposes only and do not guarantee specific outcomes. -
No Liability Disclaimer
To the maximum extent permitted by law, We are not responsible for any losses, damages, or liabilities resulting from the use of this Website, including but not limited to investment losses, business losses, tax implications, or financial decisions made based on Our content. We do not guarantee that this Website will always be available, uninterrupted, or free from errors, viruses, or harmful components. If We mention or link to third-party products or services, We do not endorse or guarantee them. Interactions with third parties are at Your own risk. -
External Links Disclaimer
This Website may contain links to third-party websites. We do not control or verify the accuracy, reliability, or security of those sites. We are not responsible for any losses or damages that result from visiting external websites. We recommend reviewing the privacy policies and terms of any third-party websites You visit. -
Errors & Omissions Disclaimer
We aim for accuracy, but the content on this Website may contain errors, omissions, or outdated information. Laws, regulations, and financial markets change frequently. We are not responsible for any consequences resulting from outdated or incorrect information. Always consult a licensed professional before making financial, tax, or investment decisions. -
Fair Use & Copyright Disclaimer
Some content on this Website may include copyrighted material used under the “fair use” doctrine as permitted by U.S. Copyright Law. If You believe Your copyrighted material is being misused, please contact Us and We will review the matter promptly. -
Views & Opinions Disclaimer
Opinions expressed on this Website, including blog posts or user comments, are those of the authors and do not necessarily represent official Company views. These are not endorsements of any specific financial product or strategy. Users are responsible for their own comments and any legal consequences that arise. We reserve the right to moderate or remove content at Our discretion. -
No Professional Advice Disclaimer
This Website does not provide legal, tax, accounting, or financial advisory services. Always consult with a qualified professional before making financial decisions. We do not accept liability for any actions taken based on the content provided here. -
“Use at Your Own Risk” Disclaimer
All information is provided “as is” and “as available,” without warranties of performance, results, or compliance. You understand and accept that financial risks are inherent in all investment and tax strategies. We are not responsible for Your financial outcomes. -
Governing Law & Jurisdiction
This Disclaimer is governed by the laws of the State of California. You agree to resolve disputes informally by contacting Us first. If unresolved, disputes will be handled through binding arbitration in California. -
Changes to This Disclaimer
We reserve the right to update or modify this Disclaimer at any time. We will update the “Last Updated” date accordingly. Continued use of the Website after changes constitutes acceptance of the revised Disclaimer. -
Contact Us
If You have any questions about this Disclaimer, You can contact Us at:
SagePath Wealth
1520 E. Covell Blvd, Suite B5
Davis, CA 95616
Phone: (916) 400-9174
Privacy Policy
SagePath Privacy Policy
Last Updated: March 16, 2026
SagePath Wealth
At SagePath Wealth, we respect your privacy and are committed to protecting your personal information. This Privacy Policy explains how we collect, use, and safeguard the information you provide when visiting our website.
Information We Collect
We collect only the information that you voluntarily provide to us, such as:
- First name
- Last name
- Email address
- Phone number
This information may be collected when you submit a form, request information, schedule a consultation, or contact us through our website.
We may also automatically collect limited non-personal information when you visit our website, such as your browser type, device type, IP address, and pages visited. This information helps us understand how visitors use our website and allows us to improve the user experience.
How We Use Your Information
The information you provide may be used to:
- Respond to inquiries or requests
- Provide information about services or strategies you may be interested in
- Communicate with you regarding financial insights or updates
- Improve our services and website functionality
We use this information solely to better serve clients and prospective clients.
Sharing of Information
SagePath Wealth does not sell, rent, or trade personal information to third parties.
Your information may only be disclosed if necessary to:
- Comply with applicable laws, regulations, or legal processes
- Respond to lawful requests from government authorities
- Protect the rights, safety, or integrity of SagePath Wealth
Data Security
We take reasonable steps to protect your personal information from unauthorized access, misuse, or disclosure. While no online transmission can be guaranteed to be completely secure, we maintain safeguards designed to protect the information we collect.
Cookies and Website Analytics
Our website may use basic cookies or analytics tools to understand how visitors interact with the website. These tools collect non-personal information such as pages visited, time spent on the site, and device type. This information helps us improve the functionality and performance of our website.
You may disable cookies through your browser settings if you prefer not to allow them.
Data Retention
We retain personal information only as long as necessary to respond to inquiries, provide requested services, or comply with applicable legal obligations.
Third-Party Links
Our website may contain links to third-party websites. SagePath Wealth is not responsible for the privacy practices or content of those external websites. We encourage visitors to review the privacy policies of any third-party sites they visit.
Your Consent
By using this website, you acknowledge and agree to the terms of this Privacy Policy.
Contact Us
If you have any questions about this Privacy Policy or how your information is handled, you may contact us directly.