At Sagent Wealth Management, we strive each day to apply our experience, wisdom and judgment to earn the trust of our clients.

We believe it’s not enough to simply make recommendations. We want to understand your entire financial picture, your family, your career, and your long-term objectives.

That deep understanding is gained through our genuine willingness to communicate openly and honestly as we develop a personalized approach that matches your unique needs and helps achieve your investment goals.

We encourage you to learn more about our team by reviewing our biographies. We also would like to introduce you to our professional alliances and affiliations.