We'll help you develop a clear picture of financial freedom,
one in which you prioritize and accomplish your goals.
Today's retirement is about being active and embracing life.
We'll help create a plan that enables you to achieve true independence,
free of stress and financial worries.
It's easy to lose focus when things get hectic. We'll make sure you still have time for the truly important things in life - family, friends, work, health, and relaxation - while planning for the future.
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.