Sagemark Private Wealth Services
What does it mean to have a
life well lived? Everyone has
their own definition. For many, it
means knowing you’re creating
a tradition of excellence that
those closest to you will
embrace, honor, and carry
into the next generation.
Sagemark Private Wealth Services
What does it mean to have a
life well lived? Everyone has
their own definition. For many, it
means knowing you’re creating
a tradition of excellence that
those closest to you will
embrace, honor, and carry
into the next generation.
A focus on values Reaching your aspirations doesn’t happen overnight.
The journey requires a significant commitment of time and the application of deep values and character.
At Sagemark Private Wealth Services, we look at wealth management much the same way.
Like you, we believe great wealth consists of more than assets and investments alone. It’s not only about what you’ve accumulated, but what you can accomplish with it—and the freedom it provides to focus on what’s truly important.
Sagemark Private Wealth Services
What does it mean to have a
life well lived? Everyone has
their own definition. For many, it
means knowing you’re creating
a tradition of excellence that
those closest to you will
embrace, honor, and carry
into the next generation.
A focus on values Reaching your aspirations doesn’t happen overnight. The journey requires a significant commitment of time and the application of deep values and character.
At Sagemark Private Wealth Services, we look at wealth management much the same way.
Like you, we believe great wealth consists of more than assets and investments alone. It’s not only about what you’ve accumulated, but what you can accomplish with it—and the freedom it provides to focus on what’s truly important.
A focus on values Reaching your aspirations doesn’t happen overnight. The journey requires a significant commitment of time and the application of deep values and character.
At Sagemark Private Wealth Services, we look at wealth management much the same way.
Like you, we believe great wealth consists of more than assets and investments alone. It’s not only about what you’ve accumulated, but what you can accomplish with it—and the freedom it provides to focus on what’s truly important.
Stewardship of your vision & legacy If this doesn’t sound like what you’re used to hearing from a premier wealth manager, it’s because we really are different. And we invite you to reimagine what’s possible.
Sagemark has specialized in working with high-net-worth and ultra-high-net-worth individuals and families for more than 25 years. Our foremost priority is to get to know you, listen intently, understand your personal mission and vision, and earn your friendship and trust.
Then together we’ll chart your course and take carefully designed steps to get there, walking beside you and adapting to new environments along the way. Furthermore, we’ll guide your loved ones on practicing meticulous, attentive stewardship of your legacy for years to come.
“Wealth is the ability to fully experience life.”
—Henry David Thoreau
Perspective driven by purpose Sagemark Private Wealth Services consultants are fully committed to helping you achieve a life well lived. As you pursue this path, picture where you see yourself tomorrow—both in the near future and long-term. Once the image comes into view, consider who you’re really doing it for, and why. Often times, contemplating your true purpose will cause you to rethink your financial plan.
Stewardship of your vision & legacy If this doesn’t sound like what you’re used to hearing from a premier wealth manager, it’s because we really are different. And we invite you to reimagine what’s possible.
Sagemark has specialized in working with high-net-worth and ultra-high-net-worth individuals and families for more than 25 years. Our foremost priority is to get to know you, listen intently, understand your personal mission and vision, and earn your friendship and trust.
Then together we’ll chart your course and take carefully designed steps to get there, walking beside you and adapting to new environments along the way. Furthermore, we’ll guide your loved ones on practicing meticulous, attentive stewardship of your legacy for years to come.
“Wealth is the ability to fully experience life.”
—Henry David Thoreau
Perspective driven by purpose Sagemark Private Wealth Services consultants are fully committed to helping you achieve a life well lived. As you pursue this path, picture where you see yourself tomorrow—both in the near future and long-term. Once the image comes into view, consider who you’re really doing it for, and why. Often times, contemplating your true purpose will cause you to rethink your financial plan.
Stewardship of your vision & legacy
“Wealth is the ability to fully experience life.”
—Henry David Thoreau
If this doesn’t sound like what you’re used to hearing from a premier wealth manager, it’s because we really are different. And we invite you to reimagine what’s possible.
Sagemark has specialized in working with high-net-worth and ultra-high-net-worth individuals and families for more than 25 years. Our foremost priority is to get to know you, listen intently, understand your personal mission and vision, and earn your friendship and trust.
Then together we’ll chart your course and take carefully designed steps to get there, walking beside you and adapting to new environments along the way. Furthermore, we’ll guide your loved ones on practicing meticulous, attentive stewardship of your legacy for years to come.
Perspective driven by purpose Sagemark Private Wealth Services consultants are fully committed to helping you achieve a life well lived. As you pursue this path, picture where you see yourself tomorrow—both in the near future and long-term. Once the image comes into view, consider who you’re really doing it for, and why. Often times, contemplating your true purpose will cause you to rethink your financial plan.
Are we OK?
You may still wonder, “How much do we need to maintain our lifestyle?”
Is our
family OK?
Once you and your spouse or partner are “OK,” what does it mean for your family to be “OK?”
Is our
community OK?
Will you be able to give back to the community or charities?
Attaining a higher echelon of success has put you in a position to expect more from a wealth manager. And your needs are more diverse and complex than most. That’s a challenge we welcome.
We’ll craft a dynamic financial blueprint that incorporates your inputs with our expertise to deliver optimal outcomes.
This plan will be fully integrated and executed with precision to help ensure each component of your portfolio works in concert to maximize growth potential.
Attaining a higher echelon of success has put you in a position to expect more from a wealth manager. And your needs are more diverse and complex than most. That’s a challenge we welcome.
We’ll craft a dynamic financial blueprint that incorporates your inputs with our expertise to deliver optimal outcomes.
This plan will be fully integrated and executed with precision to help ensure each component of your portfolio works in concert to maximize growth potential.
Attaining a higher echelon of success has put you in a position to expect more from a wealth manager. And your needs are more diverse and complex than most. That’s a challenge we welcome.
We’ll craft a dynamic financial blueprint that incorporates your inputs with our expertise to deliver optimal outcomes.
This plan will be fully integrated and executed with precision to help ensure each component of your portfolio works in concert to maximize growth potential.
Intelligent investing
Revocable & irrevocable trust analysis
Beneficiary alignment
College funding
Alternative investments
Cash flow analysis
Investment ROR
Inflation impact
Risk tolerance
Death & disability
impact
Distribution provisions
Multi-generational
Dynasty concerns
Generation skipping
Estate settlement costs
Divorce, liability,
& creditors
Succession to
family members
Exit planning to
non-family owners
Key executive planning
Qualified & non-qualified
plan analysis
Tax reduction
& protection
Property & casualty
coverage
Long-term care
Health care
While each of these plan elements can be critical pieces of a sophisticated wealth strategy, your portfolio will be configured to your specifications at each life stage.
You at the nexus Sagemark Private Wealth Services consultants have vast experience helping affluent individuals and families preserve, safeguard, and elevate the growth of their hard-earned assets and investments.
Our philosophy and approach is founded on enhancing, sustaining, and securing your long-term financial prosperity. But it takes more than reacting to the whims of the markets or government legislation. We proactively scan the horizon for threats to guard against and opportunities for you to capitalize on.
And along with our nationally renowned team of industry leaders and experts, we provide concierge-level service that puts you at the nexus of everything we do.
What matters most You’ve come too far and accomplished too much to simply accept a templated approach to wealth management. With Sagemark, you can rest assured that we’re dedicated solely to advancing the best interests of you and your loved ones today, tomorrow, and beyond.
In the end, what matters most is that you’re on the right trajectory to achieve true financial security and leave a lasting family heritage. After all, being able to empower the people and the community you care about is the ultimate reward for a life well lived.
“The best way to predict your future is to create it.”
― Abraham Lincoln
Privacy | Legal | ©2023 Lincoln National Corporation
Securities offered through Lincoln Financial Advisors Corp., a broker/dealer (Member SIPC). Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors, a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates.
For use with the general public.
CRN-3513737-032921
4/22 Z02
Order code: CH-SGDIG-WPG001
You at the nexus Sagemark Private Wealth Services consultants have vast experience helping affluent individuals and families preserve, safeguard, and elevate the growth of their hard-earned assets and investments.
Our philosophy and approach is founded on enhancing, sustaining, and securing your long-term financial prosperity. But it takes more than reacting to the whims of the markets or government legislation. We proactively scan the horizon for threats to guard against and opportunities for you to capitalize on.
And along with our nationally renowned team of industry leaders and experts, we provide concierge-level service that puts you at the nexus of everything we do.
“The best way to predict your future is to create it.”
― Abraham Lincoln
Privacy | Legal | ©2023 Lincoln National Corporation
Securities offered through Lincoln Financial Advisors Corp., a broker/dealer (Member SIPC). Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors, a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates.
For use with the general public.
CRN-3513737-032921
4/22 Z02
Order code: CH-SGDIG-WPG001
What matters most You’ve come too far and accomplished too much to simply accept a templated approach to wealth management. With Sagemark, you can rest assured that we’re dedicated solely to advancing the best interests of you and your loved ones today, tomorrow, and beyond.
In the end, what matters most is that you’re on the right trajectory to achieve true financial security and leave a lasting family heritage. After all, being able to empower the people and the community you care about is the ultimate reward for a life well lived.
You at the nexus Sagemark Private Wealth Services consultants have vast experience helping affluent individuals and families preserve, safeguard, and elevate the growth of their hard-earned assets and investments.
Our philosophy and approach is founded on enhancing, sustaining, and securing your long-term financial prosperity. But it takes more than reacting to the whims of the markets or government legislation. We proactively scan the horizon for threats to guard against and opportunities for you to capitalize on.
And along with our nationally renowned team of industry leaders and experts, we provide concierge-level service that puts you at the nexus of everything we do.
“The best way to predict your future is to create it.”
― Abraham Lincoln
What matters most You’ve come too far and accomplished too much to simply accept a templated approach to wealth management. With Sagemark, you can rest assured that we’re dedicated solely to advancing the best interests of you and your loved ones today, tomorrow, and beyond.
In the end, what matters most is that you’re on the right trajectory to achieve true financial security and leave a lasting family heritage. After all, being able to empower the people and the community you care about is the ultimate reward for a life well lived.
Privacy | Legal | ©2023 Lincoln National Corporation
Securities offered through Lincoln Financial Advisors Corp., a broker/dealer (Member SIPC). Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors, a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates.
For use with the general public.
CRN-3513737-032921
4/22 Z02
Order code: CH-SGDIG-WPG001
