Welcome To Sagemark Consulting

After decades of work with high net worth families, we pride ourselves on providing an extremely high level of service. Our wholistic approach to planning utilizes a cross-disciplinary review to develop a customized plan that is based on each client’s specific goals. We often find that our clients have had some professional work implemented in the past. We also find that previously implemented strategies have been implemented at various times, with various people involved, resulting in a lack of coordination with the overall plan. Closing these coordination gaps, as well as identifying new opportunities, often results in a significant financial benefit to the family.

Jeff Nelson