An experience that truly resonates
...with a full measure of benefits
Because we work exclusively with high net worth families, we have developed a thorough understanding of the unique problems and opportunities that you may confront. This translates into our time-tested ability to pursue measurable and meaningful results for you, your business, and ultimately, your family.
But we don't stop there. Financial Planners in Sagemark Consulting Private Wealth Services have access to the best ideas our company offers, and provide you with confidential, highly customized, personal service.
Personalized Client Case Review and Design Collaboration
Your financial planner collaborates with our Sagemark Consulting Private Wealth Services members and our advanced planning team to develop not only strategies, but also tactical solutions that help you achieve your unique goals. This team-level approach to your financial plan will holistically address the complexities of your personal situation. During the process, you will have the opportunity to interact with these professionals via video conference as well as in-person in one of our regional offices. You can rest assured that your issues are being evaluated by a qualified, credentialed, and competent group of professionals.
Action Orientation
As a successful person, you are - by nature - a person of action. At Sagemark Consulting Private Wealth Services, we believe that a financial plan, in and of itself, has no power or force without actions you can implement to help improve your situation as appropriate towards achieving your goals. Our orientation towards action drives us to deliver a financial plan that allows you to guide your fate, both today and in the future.
Concierge-Level Attention
As the client of a Sagemark Consulting Private Wealth Services planner, you are special to us. We value your business and will cater to your needs and requests in a manner that earns your respect. You can count on us to drive the process at a pace that is appropriate for you. Our relationship will evolve, as will your plan, but you will always be treated to a timely, concierge-level experience - from complex issue to minute detail.
Serve First Philosophy
Osaic FA's philosophy - Serve First, Last and AlwaysSM - drives the way we do business. We believe in providing our clients with clarity and solutions that help meet their needs. We believe that long-term relationships are more important than short-term gains, and will never sacrifice the former for the latter. Conviction in what we do; the courage to help our clients to take action; competency based on continuing education and training; coordination of national resources on terms that benefit each client; and communication that builds understanding and trust - these are the key qualities of "Serve First." And these are the commitments we make to each of our clients.