It is our job to help clarify what financial success means to you. It is only then we can use our process to help you make informed decisions leading to better outcomes for you and your loved ones.
Tuning Your Future...
Professional and objective financial advice, conducted on your terms, creates the critical connection to help you preserve, grow and transfer the assets you have accumulated. That's why we're in business. In fact, that is our business.
Sagemark Consulting Private Wealth Services is a preeminent group of financial planners within Lincoln Financial Advisors Corporation who have prodigious experience in wealth management, business continuity, and sophisticated wealth transfer strategies.
The initial stages of our process may last two - eight months, depending on the complexity of your personal situation, but many clients appreciate the value we add and continue our partnership with their families for generations.
We are licensed in the following states. If you are a legal resident of one of these states, please proceed. We are sorry if we are unable to offer you our services at this time.
Securities: California, Colorado, Connecticut, District of Columbia, Florida, Maryland, New Jersey, New York, North Carolina, Ohio, Texas, Wisconsin
Insurance: California, Colorado, Connecticut, District of Columbia, Florida, Maryland, New Hampshire, New Jersey, New York, North Carolina, Ohio, Texas
California Insurance License #0G43688
Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and a registered investment advisor. Member SIPC. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.
See Lincoln Financial Advisors (LFA’s) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA’s Forms ADV, Part 2A, which describe LFA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA’s broker-dealer services, and other client disclosure documents can be found here.
*Associated persons of Lincoln Financial Advisors Corp. who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm.