Did you know? Billionaire Bill Gates announced that he would donate his wealth (estimated to be $61 billion) to charity and that he would leave a maximum of $10 million to each of his three children.
Our advisors tailor a plan that is designed to help you meet your financial goals.View our services
Goal Plan Monitor
Once you’ve adopted your plan, we will want to review your progress at least once a year.Schedule a review
Need to add a beneficiary? Need to request a distribution or open another account? We are here to make changes easy for you.Give us a call
Why SagemontThe associates at Sagemont can provide you with the skills to help you feel confident about your financial future.
Straight Forward Advice
Our team talks about investing in a way that anyone can understand. You won’t hear any Wall Street jargon in our meetings.Schedule a Consultation
Our Approach to Investing
It’s simple; our team will make sure your money is working for you, and will help you avoid costly mistakes.Our Philosophy
Experience to Keep You on Track
With a combined 50+ years of experience, our team is prepared to lead you through the highs and lows of the markets.Meet Our Team
What to expect from your first meeting…
- Your initial consulation is entirely complimentary with no obligation.
- Our team seeks to create a no pressure environment.
- Together, we will asses your financial goals, risk tolerance and expectations for the future.
- We will then put together a preliminary proposal to meet your goals.
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