Financial Life Planning

At Sagemark Consulting, we offer our clients comprehensive wealth management services, bringing guidance in the diversification of concentrated wealth, retirement income planning, estate transfer planning strategies, investment management, financial planning, business owner planning, and other long-term wealth management solutions. 

With over 50 years of combined financial experience, the relationships we have built with our clients have been sustained by the trust we've earned, and the accountability we demonstrate over time. There's no substitute for the confidence that comes with knowing that you've chosen a team that is committed to doing what's best for you and your future.

What you do today will determine your direction, your success, and your future.

When you retain Sagemark Consulting, a marketing name for Osaic FA, Inc., you benefit from financial planning and personal service unparalleled in the industry.  Our overriding philosophy—the one that distinctively defines the way we do business — is “Serve First, Last and Always.”^SM.  It is our role to do what is in the best interest for you, so you can enjoy life toward having a secure financial future.