Did you know? The oldest stock exchange in the world is the Amsterdam Stock Exchange, which was established in 1602 by Dutch East India Company dealing with the printed stocks and bonds.

Sagemont Investment Group is a full service practice. Our clients hire us because they prefer to not do it themselves. We coach them through their retirement income planning, we implement their plan and monitor the progress over the years.

We also perform all of the administrative functions involved in all of this. Statements provided by Raymond James Financial Services Inc. along with their support of this client website. We provide reports as needed and perform tax related reporting on our clients behalf.

From 529 College Savings plans to sophisticated Trust accounts we have what our clients could possibly need.

Goal Planning
Goal Plan Monitor
Full Service

We tailor our full range of wealth management services to wherever you are in life and your goals at each stage. Through a process that is detailed and time-tested, we go to great lengths to provide a holistic approach of custom financial planning, investment management, charitable giving and tax and estate planning strategies specifically for you.

As your financial stewards, we coordinate with your other trusted advisors to get a detailed look at every aspect of your life to ensure a holistic approach to serving you. Once you’ve adopted your plan, we will want to review your progress at least once a year.

Need to add a beneficiary? Need to request a distribution or open another account? We are here to make changes easy for you. Raymond James does not provide advice on tax matters.

Goal Planning

We tailor our full range of wealth management services to wherever you are in life and your goals at each stage. Through a process that is detailed and time-tested, we go to great lengths to provide a holistic approach of custom financial planning, investment management, charitable giving and tax and estate planning strategies specifically for you.

Goal Plan Monitor

As your financial stewards, we coordinate with your other trusted advisors to get a detailed look at every aspect of your life to ensure a holistic approach to serving you. Once you’ve adopted your plan, we will want to review your progress at least once a year.

Full Service

Need to add a beneficiary? Need to request a distribution or open another account? We are here to make changes easy for you. Raymond James does not provide advice on tax matters.

The four most dangerous words in investing are: 'this time it's different.'

-- Sir John Templeton

Spend each day trying to be a little wiser than when you woke up.

-- Charlie Munger