sagemark consulting, private wealth services

Sagemark Consulting is a preeminent group of financial planners affiliated with Lincoln Financial Advisors Corporation. It operates as a specialized brand focusing on the complex financial needs of affluent clients, including business owners, executives, and professionals. Their mission is to provide sophisticated, client-centric financial planning, encompassing estate planning, investment management, business succession planning, and retirement strategies, leveraging the resources and history of their parent company, Lincoln Financial Group.