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.

Why Sagemont

The 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.

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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.

Check the background of this firm on FINRA’s BrokerCheck