Fee based discretionary asset management.
No big commissions with full transparency and liquidity.
Putting clients best interests first.
Helping prioritize goals and do what's right for you.
Think Long Term
Some of the best things in life take time. Partnering with the right person or advisor can be one of the best decisions of your life.
Your money deserves the highest standard: Our fiduciary duty.
As a Registered Investment Advisor and Fiduciary, Sagamore Wealth Management puts our clients best interests as the top priority. Offering unbiased, fee based advice that will lower investment fees, improve tax efficiency and provide the liquidity to get your money whenever you need it. Let us help you plan for retirement, college, business transition or wealth transfer. Start creating your legacy that will last forever.