Broker Check

Sagamore Wealth Financial is the Implied Serenity of Investing.

No Two Investors Are The Same.

That’s why we’re never done learning about our clients and the life transitions that matter most to them.

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What we Do A Holistic Approach to the Total Person

Integrity is at our core, shaping how we serve clients, staff, our investments, and our community. We believe in a proactive approach to wealth management that goes beyond transaction and focuses on building meaningful relationships with our clients. Our service philosophy is rooted in trust and personalized guidance. We understand that each client has unique goals, dreams, and challenges, and we are committed to providing tailored strategies that align with their specific needs.

Our Solutions Guided Strategies for Life’s Events

Wealth management doesn’t have to feel intimidating with the right professional at your side. We look for strategies to help your money better fit your lifestyle goals, whatever they may be.

Advanced and Foundational Wealth Planning


We provide a disciplined approach to managing your wealth, focusing on the responsibility of long-term creation.

Life Insurance


Let’s work together to find strategies intended to help manage financial risk for you and your family.

Estate Strategies and Charitable giving


It’s never too early to start thinking about your legacy and how to help protect your loved ones.

Tax Efficiency Planning


Align your wealth with your values through strategies designed for legacy planning and community impact.

Investment and Retirement Strategies


We provide specific customized portfolios to help you achieve your investment goals for now and a measurable roadmap for your desired retirement needs for later.

Business Owner Guidance


You know how to build a professional team for your business. We aim to be a valued part of that team.

Who We AreA Team Working 
Towards Your Goals

We’re proud of our team and the many clients they’ve helped. Whether you’re a first-time investor, a seasoned saver, or preparing to leave a legacy, we are here to start the conversation.

Accolades & Awards

As featured in Black Enterprise, our firm is proud to be led by a woman advisor whose perspective and experience help shape the guidance we provide. This editorial mention reflects a broader recognition of professionals contributing to the financial services industry and highlights the importance of diverse leadership. The feature is for informational purposes only and does not constitute an endorsement, testimonial, or guarantee of future performance or client experience.

Our Approach What We Bring To the Table

Assess

We begin by reviewing your financial documents, risk tolerance, and long-term objectives.

Strategize

Our team presents financial strategies designed to match your unique investor profile.

Implement

Life changes? We aim to help you manage the transitions and adjust your strategy accordingly.

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Insights Our Resources

Our insights are at your fingertips. Browse our latest discussions on the responsibility of managing wealth.

How Stocks Work

How Stocks Work

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Saving for College 101

Saving for College 101

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Money that Buys Good Health is Never Ill Spent

Money that Buys Good Health is Never Ill Spent

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Contact Us If You Can Dream It,
You Can Do It

If you’re ready to have a meaningful conversation about your financial goals, an introductory phone call is the way to start.

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