Welcome to Sagemark Consulting

In a world filled with too much information, profound economic uncertainty, and constantly changing tax laws, it becomes paralyzing, sometimes impossible, to identify the appropriate actions.


Complex Problems

What are the chances that I may outlive my income in this uncertain world?

What are the alternatives to investing in a volatile market place?

How do I protect and transfer my estate when the rules keep changing?


Clear Solutions

Our Financial Planning Process will reveal the things you should be thinking about. Our Personal CFO Services will keep you informed and up to date. Your Personal Financial Homepage will keep you organized. Our All Weather Portfolios adapt to investment circumstances as they present themselves while designed to reduce risk.