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Built on a great legacy


Our experience and expertise is built on a legacy of planning and standing on broad shoulders because of those who served before us.

The Resource Group (TRG) is an internal invitation-only, nationwide network of the top planners within Lincoln Financial Advisors.

Sagemark Private Wealth Services (SPWS) is an internal Lincoln Financial Advisors organization of top planners who focus on clients in the high net worth market. 


Your legacy

Essential factors put your motivations and
purpose into perspective for generations to come.

Together, we can create strategies that are tailored to your needs, goals and legacy — start today.