Our Approach
The Planning Experience — Our Services
Sagemark Consulting is a boutique wealth advisory firm that provides comprehensive financial solutions. We are a preeminent fee-based financial planning firm with prodigious experience in asset management, business continuity and wealth transfer strategies. Our firm’s specialties include the following:
Our planning process
Distribution of your assets and investments isn’t the only goal of protecting family wealth. Even more vital is to identify your values and discover what you want to leave your family, community, and the world during your lifetime and beyond. Family financial planning is a purposeful, ongoing journey that we can take with you.