In a busy and complex world, many investors would welcome the assistance of a trusted advisor - someone with experience gained from years of hard work, wisdom earned through extensive study, and judgment sharpened by a career devoted to helping clients achieve their financial goals. We invite you to learn more about Sagent, and we welcome the opportunity to discuss your personal financial, planning, and investment needs.
This registration does not imply a certain level of skill or training. Additional information about Sagent Wealth Management can be found at http://www.adviserinfo.sec.gov.
This registration does not imply a certain level of skill or training. Additional information about Sagent Wealth Management can be found at http://www.adviserinfo.sec.gov.
Services
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.This registration does not imply a certain level of skill or training. Additional information about Sagent Wealth Management can be found at http://www.adviserinfo.sec.gov.
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.This registration does not imply a certain level of skill or training. Additional information about Sagent Wealth Management can be found at http://www.adviserinfo.sec.gov.
In developing our suite of financial services, we recognize that complex needs require comprehensive solutions. We work closely with you as a client to fully understand your particular situation, and provide access to a wide variety of products and services targeted specifically to your unique needs and goals.
Your Financial Checkup provides a comprehensive analysis of your overall financial health. It's presented one-on-one, online or in person, by one of our trusted Advisors. After completing your Financial Checkup, our Advisors can tailor personalized recommendations for you and provide you the guidance and tools to monitor your financial situation going forward.
Sagent Wealth Management utilizes a unique and innovative account aggregation tool that provides our clients up-to-date information on their entire financial picture, and gives us valuable insight so that we can better serve them. SAAF (Secure Account Aggregation Facilitator) is a secure, web-based platform that organizes all of your financial information in one place, available to you at any time, day or night.
Our initial involvement with clients typically begins with a comprehensive Portfolio Analysis. This intensive review allows us to gain a complete understanding of your overall financial picture. With this understanding we can then tailor our recommendations to help you achieve your personal goals and objectives.
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