About Sagemark

Sagemark Wealth Management, LLC, located in Kirkland, WA, is an investment advisor registered with the Securities and Exchange Commission (SEC). We work with individuals, corporate retirement plans, endowments and foundations to help them meet their long term investment goals.

To sum it up, we are helping investors build wealth, ignore Wall Street and get on with their lives.

Our wealth management philosophy is unique within the financial management arena:  Because capital markets are relatively efficient, we don’t waste your time and money in an attempt to pick the top performing stocks and mutual funds.

Instead, utilizing a collaborative approach that draws on the expertise of various dimensions of wealth management, including tax, estate, insurance, and portfolio management, our team assists you in identifying your financial goals, establishing a reasonable time horizon, and the appropriate level of risk to achieve your goals.

Sagemark recognizes the ever changing nature of both capital markets and your life experiences. This dynamism encourages one of the most critical aspects of wealth management; a periodic review of your financial plan in relation to your goals.

As a fee-only Registered Investment Advisor, our structure offers what our clients want most: independent, unbiased professional advice.