To deliver objective, strategic and prudent advice designed to preserve, grow and transfer your assets - a "total solution" to help meet your financial goals.

Sagemark Consulting is a recognized leader in providing financial and estate planning services to highly affluent individuals who already have some planning and advisors in place.Our financial planners specialize in providing integrated,personalized solutions to help affluent business owners,professionals, executives and retirees develop and implement complex estate, business succession, retirement and investment plans.

And we have developed strategic partnerships with many regional and national accounting firms,financial institutions,banks,and stock brokerage firms to help our financial planners penetrate their target market.

These relationships not only benefit our partner firms and their clients,but also provide our financial planners with significant opportunity to expand their own businesses.

Although many of our clients have trusted, long-term advisors - an attorney,CPA and others - our work supplements and coordinates the services these advisors provide.What sets our financial planners apart is that they look at all areas of their clients'financial needs and objectives.

Over 50 years ago, we embraced the “Serve First” philosophy - and it’s still the defining way we conduct business today. As part of this philosophy:

• We provide you with solutions and alternatives, but you make the final decisions about your financial future.
• Your financial plan can be systematically reviewed to ensure it remains consistent with your long-term goals and objectives, and is aligned with our changing world.
• You enjoy confidential,highly customized,personal service.

Allow us to offer you clear, understandable solutions that will help meet your complex financial needs – now and for a lifetime.