Sagemark Consulting

About Us

At Sagemark Consulting, we provide comprehensive financial planning and wealth management services for individuals, families, and business owners seeking clarity, confidence, and long-term financial alignment.

Our approach is rooted in a “Serve First, Last and Always” philosophy that has guided our practice for decades. We believe successful planning begins with understanding each client’s values, objectives, and vision for the future before developing customized strategies designed to protect, grow, and transition wealth effectively. We specialize in holistic financial planning, retirement income strategies, investment management, estate and succession planning, risk management, and business owner planning.

Our team includes experienced financial professionals holding advanced industry designations such as CFP®, CEPA®, CBEC®, CRPC®, and others, reflecting our commitment to continuing education, strategic planning, and fiduciary-minded client service.