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


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