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Contact Us

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Beware of websites that promote penny stocks.

Beware of websites that promote penny stocks. These are also referred to as “pump and dump” schemes that can leave you holding worthless stock. Often times it is really easy to buy but extremely [...]

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Joe Casale

Prior to launching Sagamore Wealth Management, Joseph was a Senior Financial Advisor at a Boston-area branch of Ameriprise Financial Services, Inc. While working at Ameriprise for seven years, he [...]

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Lower Fees

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Welcome

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How is your advisor Registered?

Everyone knows someone whom is a financial advisor, it could be your own advisor, a friend or relative, or even a voice on the radio or face on TV.  The term Financial Advisor can cover a [...]

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Initial Public Offerings

IPO’s or Initial Public Offerings are not always available to the average investor. Typically a small number of shares are allocated to each institution and these can often be [...]

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Roth IRA

Roth IRA’s can be a powerful investment tool. Due to certain limitations based on income, individuals tend to neglect proper funding on an annual basis. Let us show you how a Roth IRA can [...]

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Beware of websites that promote penny stocks

Beware of websites that promote penny stocks. These are also referred to as “pump and dump” schemes that can leave you holding worthless stock. Often times it is really easy to buy [...]

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Your company retirement plan

Are you taking full advantage of your company retirement plan? Most companies offer a match of 3% to 6% of your contributions. By failing to participate in your company plan, you could are giving [...]

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