About Us

Sagemark Consulting Private Wealth Services Estate Planning Council

Mission Statement

 

To provide those who adhere to “The Creed and the Serve First Philosophy” and utilize the Sagemark Consulting Private Wealth Services planning process the resources to grow their practices by expanding their knowledge in the study of estate planning.  To promote the highest standards and ethical practices to our members, our clients, and the general public.  To actively encourage an environment of networking within our membership.  As a direct result of our efforts, our clients will receive greater value from our work and will benefit to the fullest degree from the financial resources they have accumulated during their lives.