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Building Your Legacy

As wealth planners who have assisted affluent families for decades, we have developed a keen understanding of what it takes to maintain your financial health for the immediate future, while building a legacy that can last for generations to come.  

To develop a financial plan that is tailored specifically for you, we employ a disciplined and structured approach that, by design, ensures we incorporate all of your needs, goals and objectives.  Our open architecture platform gives our advanced wealth planners a wide range of highly rated asset and risk management solutions that allow us to develop personalized strategies to address:

  • Estate Planning and Asset Protection
  • Multi-Generational Wealth Planning
  • Charitable and Family Gifting
  • Cash Flow Modeling

Sagemark’s name and reputation have been built on servicing each client as if they were our only client. The personal attention and concierge-like service we provide is one of the primary reasons that many of our clients transcend multiple generations.

Meet Jack and Jill*

Jack was fortunate to sell his business and retire early. With the kids off to college and fully aware of the taxes due at the end of the year, Jack and Jill moved to Florida. They kept a summer home in Massachusetts to remain close to children and grandchildren.

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Articles of Interest


*Case study. The names have been changed for privacy reasons. Results will vary from those described based on specific factors such as total assets, risk tolerance, time horizon and other items.