Private Wealth Services Group (PWSG) is an essential resource for planners who are classified among an elite group of 65 out of the 2,200 planners within Lincoln Financial Advisors/Sagemark Consulting organization nationwide. This elite group specializes in working with clients and wealthy families in the $5 million plus net worth marketplace. PWSG seeks to help financial planners improve the quality, case design and overall value they deliver to this specific market segment. The Private Wealth Services Group offers financial planners with clients in this segment the following services:

Personalized Client Case Review and Design Consortium: By utilizing the expertise of the PWSG staff, Select Planners are able to deliver a consortium level approach to your planning design that will holistically address the complexities that exist in your personal situation. The combined experience of this group far outweighs that of many competitors in the industry, and more importantly financial planning is our only business. We do not offer services in the various other disciplines that many firms claim to support such as investment banking, tax and business consulting or legal representation. As such you receive focused, critical, team attention for your financial planning needs that is difficult to match.

Technical Human Support: In our technologically driven world everyone has a “proprietary” approach to financial planning, with Lincoln Financial Advisors/Sagemark we recognize the fact that in the high-net worth marketplace technology is a tool, but not the solution. As such your Select Planner is able to collaborate with the PWSG Staff and our National Design Team to develop not only strategies, but tangible, implementable solutions that address your unique needs. During the process you may have the opportunity to interact with one of these individuals via videoconference or in-person in one of our regional offices. Either way you can rest assured that your situation is being addressed by a qualified, credentialed and competent group of individuals who stand ready to discuss and illustrate their recommendations in real-time, not only in cyberspace.

Action Orientation: There are numerous professional advisors who cater to the needs of the high net-worth community. Still, many of these “consultants” may be steeped in theories and concepts that may or may not proceed to deliverable results. As a successful person you are, by nature, a person of action. At Lincoln Financial Advisors/Sagemark we believe that a plan in and of itself has no power or force without implementable actions that change your situation as appropriate to help you achieve your goals. Our action orientation drives us to deliver to you multiple options we can assist you in implementing, each with a quantifiable outcome. You are the judge of your own destiny, but we will give you the tools to decide your fate both today and in the future. All of our recommended actions will be illustrated in a clear and concise way, which is supported by our PWSG structure.

Concierge-Level Attention: As the client of a PWSG Planner you are special to us. We value your business and will cater to your needs and requests in a manner that earns your respect. Our response will be timely, efficient and dependable. You will have multiple points of contact at any given point in the financial planning process and you can count on us to drive the process at a pace that is appropriate to your particular situation and needs at the time. Our relationship will evolve, as will your financial plan, but you will always be treated to a timely, concierge level experience from complex issue to minute detail.


Securities offered through Lincoln Financial Advisors Corp., a broker-dealer. Investment advisory services offered through Lincoln Financial Advisors Corp. or Sagemark Consulting, a division of Lincoln Financial Advisors Corp., a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates.