At Sagamore Wealth Management, we can help you plan for your priorities, not ours. As an experienced RIA, we can help you grow and keep more of your money to allocate into any the following:
After Tax Investment Accounts, Rollover IRA’s and Roth IRA
Small Business Retirement and 401(k) plans
Affordable Life, Disability and Long Term Care Insurance from over 50 carriers
529 College Savings Plans
Fixed and Fixed Indexed Annuities
Individual Tax Free Municipal Bonds
As an independent firm, we can remain unbiased, not motivated by large commissions or third party recommendations and always keeping your money, first.
Call:781-569-5909 Text:508-868-9980 jcasale@sagamorewealth.com
