Our Mission

How We Work

Sagemont Investment Group coaches their clients to believe in a better future for all of us.  That with patience and discipline as integral parts of our investment practice, our clients can move towards reaching their individual retirement goals.  Our mission is to get to know and understand your needs, long-term goals, and help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

We understand the challenges families face today and how daunting retirement can seem.  At Sagemont, we coach our clients to set investment goals and review those goals regularly.  We help them decide upon an appropriate asset allocation that is diversified, reviewed and rebalanced consistently. 

One of our primary goals is to develop a long-term, trusting relationship with you.

Our Process

Our Process

We create strategies that are tailored to your needs and goals.

Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

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