Financial Planning for Individuals, Families and Businesses

Sagamore Wealth Management is a full-service, fee-only financial services company that helps you make informed decisions about your finances. We partner with the Charles Schwab and Co., Inc., one of the nation’s largest asset custodians, to ensure that your investments are safe and accessible.

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Wealth Management

Asset Management

Retirement Planning

Protection Strategies

Estate and Legacy Planning

Tax Planning

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