Teams at Sagient

Build and maintain client relationships, provide holistic financial advice across investments, insurance, and planning, prepare and verify financial plans, and offer fee-based wealth management services.

Advise clients on financial goals and deliver personalized investment, insurance, and wealth management solutions. Prepare and verify financial plans and cultivate long-term client relationships.

Serve high-net-worth clients by delivering holistic financial planning, investment and risk-management solutions. Build and maintain long-term relationships, prepare and verify financial plans, and offer products including fee-based planning, asset management, and insurance.