Sagent Wealth Management was formed in 2023 through the strategic merger of U.S. Capital Wealth Advisors and the RIA-hybrid platform, INVST. As an independent wealth management firm, Sagent is committed to providing a client-centric approach, offering a wide array of services including financial planning, investment management, retirement planning, and estate planning. The firm operates on a fiduciary basis, aiming to build long-term partnerships with its clients to help them plan, invest, and protect their financial futures.

Founded in

United States