Welcome to Sagemark Consulting, South Florida

When you retain Sagemark Consulting, South Florida, you benefit from estate planning strategies and financial planning services that stand among the leaders in the industry. With over 50 years of helping families with estate planning strategies, insurance design and business succession planning, our Family Office team structure is designed to support and learn what's important to you and your family. We provide you with the education, information, advice and financial alternatives you will need to make the appropriate decisions about your family legacy.

* Our fee structure is tailored to help meet your Family Office Philosophy.


Mission: To deliver objective, strategic and prudent advice designed to preserve, grow and transfer client assets – a “solution” to help towards meeting client goals.

To help towards achieving success, we rely on a disciplined three step approach in which we set clear goals and objectives, identify gaps in current situation and implement appropriate solutions.

Throughout this process, we never lose sight of one essential element – personal service. At Sagemark Consulting you will find the resources of a large com- pany coupled with the personal attention you need to successfully preserve, grow and transfer client assets.

We believe in Serve First, Last and Always.SM