With over 50 years of experience assisting some of the most affluent families in America, Sagemark is uniquely qualified to help you build and preserve your financial legacy, for generations to come.Learn More
As a senior executive, the complexity of your overall estate, including your compensation and incentive packages and the tax implications of each, requires specialized expertise and experience to ensure full integration. We can help.Learn More
We understand that your business represents a significant part of not only your identity but also your wealth. Our experts can help ensure the long-term financial well-being of your family by maximizing the value of your business and integrating this key asset into other facets of your wealth plan.Learn More
Wealth Planning Conducted On Your Terms
With decades of experience working with successful individuals, we understand how busy and complex your life can be. We’ve taken this to heart and have centered our entire business on making it easier and more straightforward for you and your family to both manage your assets today as well as to plan for tomorrow.
Our expertise and personal approach to wealth management – conducted on your terms – will help you develop a thoughtful and practical blueprint to achieve your financial goals, whether for the short-term or for future generations.
We look forward to working with you.Learn more
Serve First, Last and AlwaysSM
Our business is driven by our deeply held belief that our clients’ needs always come first. This service-focused philosophy drives everything we do. Empathy, education and partnership are the key qualities that embody our “Serve First” philosophy.Learn more
A Partnership Built on Trust
Our clients frequently talk about the trust they have in our expertise and the confidence they’ve gained since starting to work with us. We make it our business to get to know you, your dreams, desires, obstacles and even your fears. Using our proprietary models and deep expertise covering insurance, tax laws and advanced planning, we then work closely with you and your advisors to develop an integrated plan that will not only meets your needs, but makes it easier for you to understand and manage those plans going forward.Learn more
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Errors and Omissions Insurance
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
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