Welcome to Sagent Wealth Management, your local Investment Advisor.
You’ve spent a lifetime saving and investing. Isn’t it time you had someone with the experience, wisdom and judgment to assist you?
At Sagent Wealth Management, we specialize in investment management, rollovers, IRAs, 401(k)s, estate planning and education savings accounts.
We offer a complimentary financial checkup to evaluate your investments, review your estate plan and provide you with long-term financial projections, without any commitment. It’s yours to keep.
We are bound by fiduciary standards, which means we must keep your best interest in mind and do not work off commission.
Contact us today for your free consultation.