Overview

sagemark consulting, private wealth services

Information by Research TrustFinance

https://www.lfg.com/public/individual/planyourfinancialfuture/workwithafinancialprofessional/sagemark

Sagemark Consulting is a preeminent group of financial planners affiliated with Lincoln Financial Advisors Corporation. It operates as a specialized brand focusing on the complex financial needs of affluent clients, including business owners, executives, and professionals. Their mission is to provide sophisticated, client-centric financial planning, encompassing estate planning, investment management, business succession planning, and retirement strategies, leveraging the resources and history of their parent company, Lincoln Financial Group.

Founded in
United States

United States


Industry

    Financial

  • Wealth ManagementPRIMARY
  • Other Service