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A Holistic Approach to Wealth Management

Sagemark Consulting is a preeminent wealth planning firm with deep experience in asset management, business continuity and wealth transfer strategies. We provide clients with fee-based estate, business succession and retirement planning, as well as related estate tax and investment strategies. Our holistic approach to wealth management also includes the integration of life insurance strategies to maximize the value and protection of your estate.

We are a member of Lincoln Financial Group, the marketing name for Lincoln National Corporation and its affiliates, a prominent financial services company dedicated to helping clients build, preserve and protect wealth. This affiliation helps provide depth, stability and significant resources to our clients.