Sagemark Boston

A Holistic Approach to Wealth Management Sagemark Consulting is a preeminent wealth planning firm with deep experience in asset management, business continuity and wealth transfer strategies. We provide clients with fee-based estate, business succession and retirement planning, as well as related estate tax and investment strategies. Our holistic approach to wealth management also includes the integration of life insurance strategies to maximize the value and protection of your estate. We are a member of Lincoln Financial Group, the marketing name for Lincoln National Corporation and its affiliates, a prominent financial services company dedicated to helping clients build, preserve and protect wealth. This affiliation helps provide depth, stability and significant resources to our clients. Who We Serve For over 50 years we have assisted high net worth individuals, corporate executives and business owners plan for and manage their financial health and future. Whether it is estate planning, charitable giving, strategies for managing compensation or succession planning (among others), our wealth planners are fluent in the opportunities and options available to you and your family, and can help develop a plan to meet your unique needs and objectives. Our expertise and “Serve First” philosophy– which focuses on your needs and objectives first, last and always – ensures concierge-level service throughout the life of our relationship. This personal attention is one of the primary reasons that many of our clients become partners for life.

Address: 125 Summer St. Suite 1400 Boston, MA 02110, USA

Phone: +1 617 728 7447
FAX: