Sagemark-Legacy logo
VerifiedFinancial Services· Founded 2003

Sagemark-Legacy

Reaching your financial goals and creating a legacy is a journey that requires a major time commitment, preservation of your values, and a well-matched advisor to chart the right course with you. Our team at Sagemark Consulting believe great wealth is more than just assets and investments — it’s about accomplishing what you can and the freedom that offers so you can focus on what’s truly important.

7-day free trial · no credit card

HeadquartersIrvine, United StatesEmployees9(1 to 10)Founded year2003Websitesagemark-legacy.comLinkedIn profileLinkedIn

Verified contacts

2

available on Kipplo

LinkedIn employees

9

1 to 10 range

Open roles

no listings

Distinct roles

2

indexed titles

Tech stack

1

tools in use

Monthly traffic

organic / mo

Sign up free to see all 2 verified contacts at Sagemark-Legacy

Free for 7 days · 50 credits · no card · only pay for verified records.

Sign up free

Decision-makers and verified team members

2 contacts with verified email or phone · masked until revealed.

Sign up free →

No verified contacts on record for this company yet.

Top roles at Sagemark-Legacy

2 distinct titles indexed · top 2 shown.

  • 1private wealth advisor
  • 1registered client associate - investments & financial planning

Sign up to unlock all 2 contacts at Sagemark-Legacy

Free for 7 days · 50 credits · no card · only pay for verified records.

Sign up free

Sign up to reveal 2 verified contacts at Sagemark-Legacy

7-day trial · no credit card · cancel anytime · only pay for verified records.

Trusted by sales, marketing, and GTM engineering teams.

Sagemark-Legacy | Kipplo Discover