Customized Strategies

There are numerous unique challenges where wealth management strategies become paramount. The family office of Sagamore Wealth Financial can create and help you implement a strategy specifically for your situation. These are just a few examples that require detailed attention.

Special Needs Planning Strategies

Our firm integrates strategies through a strong team approach that combines the experience of a special needs attorney and a disability advocate. Strategies include planning, trusts & trustees, personal and legal concerns, guardianships and conservatorships, Medicaid, SSI, and entitlement program eligibility are discussed to protect the benefits for our clients.

Wealth Management Strategies for Domestic Partners

Without a strategy in place, domestic partners incur a tremendous risk in areas such as taxes and estate planning. Our firm can assist you in making informed decisions and assist your wealth legacy wishes.

Eldercare & Long-Term Care

More than 70% of U.S. baby boomers will need long-term-care services. Most people are in denial of the statistics of eventual at-home or nursing facility care and the tremendous financial burden it can place on a family.

Wealth Structuring & Estate Planning Strategies

How will you pass your wealth to your family and others? What is your footprint and how do you want to be remembered through your legacy? How do you minimize taxes and maximize the amount transferred to your heirs?

Wealth Transfer & Gifting Strategies

Explore the benefits of a planned lifetime giving estate plan and the strategies utilized by trust professionals and attorneys for your current gifts as well as future gifts.