We believe that it's very important that we align our interests with our clients. We don't want you to feel like most Americans when it comes to their financial future. Worried. Unsure. Confused. Uneducated.
We want our clients to feel...
You have a dedicated, personal relationship with your advisor. You also have the support and experience of our full team, including the owners.
Your financial plan is comprehensive and specific to your needs. It is a road map that helps both you and us keep on track to realize your dreams.
Your advisor has every tool for any situation. We are not beholden to anyone or anything when it comes to accomplishing your goals.
Our holistic approach to planning considers your entire financial picture. Helping to instill confidence in your investments is important to us.
We built our firm with a unique ownership model that creates an environment and culture that is built for a far-sighted vision.
WHAT WE DO FOR YOU
Our services have been strategically developed into two areas. Chances are you'll need solutions from both, which is why we deliver custom and personalized plans and portfolios.
Every private client and business client receives a comprehensive financial plan that is specific to their current situation and designed to help achieve their future goals. Our team of wealth advisors and investment managers then go to work on implementing the recommended strategies. But it doesn't stop there. Many clients have additional needs that are identified in the planning process for legal, tax, and real estate. The list goes on, which is why we continually build upon strategic resources and meet with our clients on a quarterly basis.
THE BEST FROM BOTH WORLDS
We’re building ICM Private Client Group with intention and focus on aligning our interests with the interests of our advisors and our clients. Our business model leverages the offerings of a large firm, but delivers value with a boutique independence. That’s what we call a true hybrid.
We set out to innovate – to change the landscape of the wealth management norm. We knew people needed help and they needed it delivered in a better way. We are forward-thinking and dedicated to long-term continuity with our advisors and clients. We’re passionate and have a desire to serve our clients.
Our model has allowed us to attract and develop a team of top talent. We continue to seek talent, but we do so using a methodical approach. Our team is diverse and offers a unique perspective of investing and planning.
In a world where change is constant, SagePoint Financial is changing the paradigm of what you would expect from an independent broker-dealer. They’re doing so by building the way they lead upon the way they listen. SagePoint Financial is part of the largest truly independent broker-dealer network in the industry.
Their senior management team comprises of individuals with over 20 years of experience in the industry, with an open door policy. Their strengths provide powerful momentum to meet the next generation of challenges and opportunities.
Pershing, a BNY Mellon company, and its affiliates provide global financial business solutions to advisors, asset managers, broker-dealers, family offices, fund managers and registered investment advisory firms. A financial services market leader located in 23 offices worldwide, They are uniquely positioned to provide advisors and firms global insights into industry trends, regulatory changes and best practices, as well as shifts in investor sentiment and expectations.
Pershing provides solutions—including innovative programs and business consulting—that help create a competitive advantage for their clients.