Broker Check

Private Wealth Services

It's our plan for your future.

Sagemark Consulting Private Wealth Services is an elite group of planners within Sagemark Consulting, a division of Lincoln Financial Advisors, a premier fee-based financial planning firm. We believe that it's not only our responsibility to help you make the most of your income and assets, but also to help you make the most of your life.

Orchestrating Your Future...requires great harmony

Orchestrating Your Future...requires great harmony

Professional and objective financial advice, conducted on your terms, creates the critical connection to help you preserve, grow and transfer the assets you have accumulated. That's why we're in business. In fact, that is our business.

We specialize in working with some of the most affluent families in America. With more than 50 years of experience in assisting clients to build and preserve their financial legacies - and helping their future generations to become outstanding stewards of their wealth - Sagemark Private Wealth Services can help you compose a future that is in harmony with your goals.

We assist you in establishing harmony among the important facets of your family's vision and values. The pyramid below illustrates the essential building blocks of establishing your family's unique legacy plan. It starts with the foundation of ensuring that you and your spouse are financially secure and that risks to that security have been addressed. Next, we help you to understand and then plan for the many varied facets of your family being "OK." Finally, if you so desire, we help you build and achieve your goals and the myriad approaches to giving back to the community.

The Keys to Being Financially Successful…are being in tune with your vision and values

The Keys to Being Financially Successful…are being in tune with your vision and values

Sagemark Consulting Private Wealth Services is a preeminent group of financial planners within Lincoln Financial Advisors Corporation who have prodigious experience in wealth management, business continuity, and sophisticated wealth transfer strategies.

Our planning process revolves around you and your family's vision and philosophy. We begin by identifying your needs and objectives. We then analyze and evaluate the particulars of your current financial situation. Finally, we provide you with the comprehensive advice you need to help you make informed decisions that can secure your present and compose a legacy for the future.

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 resolved 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 plan, in and of itself, has no power or force without actions you can implement to help improve your situation as appropriate to achieve your goals. Our orientation toward 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

Lincoln's philosophy - Serve First, Last and AlwaysSM - drives the way we do business. We believe in providing our clients with clarity and solutions to 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.

The Rhythm of Our Relationship is Our Strategic Wealth Experience Process

The initial stages of our process may last two - eight months, depending on the complexity of your personal situation, but many clients appreciate the value we add and continue our partnership with their families for generations. Here is a look at the composition of our process.


1. Review Current Strategies
We discuss opportunities you may have missed due to years of nonintegrated advice. This initial exchange of information offers insight into how our work is substantially different from your current plan.

2. Qualify Value
You see that our integrated team approach delivers unique estate, business succession, investment planning, and tax reduction strategies. Our relationship begins with the knowledge that there is essential work to be done.


3. Understand Your Situation

We work together to gain a thorough understanding of your family's financial philosophy. Knowing your specific situation and objectives allows us to explore opportunities not previously considered.

4. Assess Opportunities

The foundation of your plan begins to take form. Your personal goals and financial situation are confirmed.


5. Chart Your Course

Sophisticated strategies are outlined in plain English. These strategies are prioritized, and decisions are made.

6. Initiate Action

Without well-orchestrated implementation, even the best plan is not worth the paper it's printed on. Using professional persistence and a team approach, we can take your financial plan from concept to reality.


7. Our Partnership Continues... For Generations

We continue to move in your chosen direction. Together, we will make necessary adjustments due to changes in your situation, tax laws, and the economy.

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