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
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Consider These 3 Things Before Driving Off the Lot
There are a few things to consider when buying or leasing your next vehicle.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Understanding the economy's cycles can help put current business conditions in better perspective.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Knowing the rules may help you decide when to start benefits.
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to estimate your capital gains tax.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
How do the markets usually react to elections? Was the 2016 election any different?
With alternative investments, it’s critical to sort through the complexity.
Do you have causes that you want to support with donations? Here are three tips.
Have you found yourself suddenly single? Here are 3 steps to take right now.
There are hundreds of ETFs available. Should you invest in them?
If you died, what would happen to your email archives, social profiles and online accounts?