Broker Check

Our Approach

We don't want to be everything to everybody—we want to be everything to you

See how we do it

Legacies

Our long legacy brings unmatched expertise

Discover our history

Your Team

We’re committed to your financial future and legacy

Get to know us

Reach Your Goal

Reaching your financial goals and creating a legacy is a journey that requires a major time commitment, preservation of your values, and a well-matched advisor to chart the right course with you. Our team at Sagemark Consulting believe great wealth is more than just assets and investments — it’s about accomplishing what you can and the freedom that offers so you can focus on what’s truly important.

Right financial partner?

You may wonder how much you need to maintain your lifestyle and create a solid legacy. We are well-suited to take that journey with you.

Learn more

How do you get there?

It takes carefully designed steps to get there and our team will walk with you, adapting to new environments along the way.

Meet us

What do you want to build?

We believe great wealth is more than assets and investments — it’s about accomplishing what you can and the freedom it provides.

See how
Longevity creates legacy

Longevity creates legacy

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