Sagent Wealth Management
At Sagent Wealth Management we specialize in investment management, financial & estate planning, rollovers, IRAs, 401(k)s, and education savings accounts. We offer a complimentary financial checkup to evaluate your investments, review your estate plan and provide you with long-term financial projections, without any commitment. It’s yours to keep. We give professional advice with your best interests in mind and strive to provide personalized client service, attention to detail and sound financial advice. Our pillars are Experience l Wisdom I Sound Judgment
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Verified contacts
4
available on Kipplo
LinkedIn employees
3
1 to 10 range
Open roles
—
no listings
Distinct roles
4
indexed titles
Tech stack
1
tools in use
Monthly traffic
45
organic / mo
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Decision-makers and verified team members
4 contacts with verified email or phone · masked until revealed.
- IA
Iris Aillaud
Controller · Finance & Accounting
EmailPhone - CN
Charlene Norton
Client Service Associate · Customer/Client Service
EmailPhone - ME
Marshall Eichenauer
Owner - Investment Advisor · Finance & Accounting
EmailPhone
Showing 3 of 4 verified contacts
Top roles at Sagent Wealth Management
4 distinct titles indexed · top 4 shown.
- 1client service associate
- 1controller
- 1marketing associate
- 1owner - investment advisor
Sign up to unlock all 4 contacts at Sagent Wealth Management
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