Wealth Management Services

Sagemark Asset Management, LLC offers a clearly defined process to help you achieve your life’s goals.

This process is not a one-time event. It is an ongoing professional relationship that allows you to maintain a disciplined investment strategy amid life changes and volatile markets. This process includes:

Discovery – A significant component of the wealth management process is the discovery of who you are; your accomplishments and challenges of today; your anticipations and expectations of the future. The discovery process helps you clarify your financial and non-financial goals, values, interests, and professional and personal relationships. It establishes the groundwork for continued dialogue between you and us regarding your dreams and aspirations amid life’s many changes.

Planning – Recognizing your many accomplishments and acknowledging your aspirations for the future is only the beginning of the wealth management process. The next step is putting together a reasonable plan to get there, based largely on the information you provided us during the discovery process. Our role is to develop a short and long range plan for you that offers you an authentic chance to reach your goals. To accomplish this, we draw on the expertise of many professionals who are qualified to guide you in implementing specific components of your plan. This could include wills & estate planning attorneys, life and healthcare insurance specialists and tax planning professionals.

Implementation - Managing your financial resources to last a lifetime can be an overwhelming task, consuming your life instead of enhancing it. We offer a simple and sophisticated approach to this challenge that includes:

Ongoing monitoring of your portfolio to determine a level of risk that is appropriate for your life goals. This includes periodic attention to rebalancing across the various asset classes within your portfolio to maintain a minimum level of risk that maximizes your chances of achieving your financial goals.

Serving as a fiduciary – we always seek to act in your best interests. As a Registered Investment Advisor, it is our responsibility, in fact our legal duty, to provide you with independent, unbiased investment advice.

We structure your portfolio according to the basic tenets of modern portfolio theory; namely that diversification across several asset classes serves to reduce risk without adverse impact on long term returns, that risk and reward are intertwined, and that markets are efficient.