Financial Life Planning 

At Sagemark Consulting, we offer our clients comprehensive wealth management services, bringing guidance in the diversification of concentrated wealth, retirement income planning, estate transfer planning, investment management, financial planning, business owner planning, and other long-term wealth management solutions. 

With over 50 years of combined financial experience, the relationships we have built with our clients have been sustained by the trust we've earned, and the accountability we demonstrate over time. There's no substitute for the confidence that comes with knowing that you've chosen a team that is committed to doing what's best for you and your future.

What you do today will determine your direction, your success, and your future.

When you retain Sagemark Consulting, a division of Lincoln Financial Advisors Corp., you benefit from financial planning and personal service unparalleled in the industry.  Our firm's philosophy "Serve First, Last and AlwaysSM" was conceived over 60 years ago by legendary manager Stuart Smith and still drives our business today.  It is our role to do what is in the best interest for you, so you can enjoy life toward having a secure financial future.