Yours is a relationship business, and so is ours. You are our clients, and that’s how you are treated. Your voice matters and we want to hear it.
SagePoint Financial is aware of COVID-19-related issues impacting our third party vendors that have resulted in the delay of the mailing of some of the Firm’s annual Form ADV update, that were otherwise filed timely by the Firm. These ADVs may be obtained online at this URL. As a result of these vendor issues, SagePoint Financial is relying on the relief granted by the Securities and Exchange Commission in Release No. IA-5469, available here.
We’ve transformed the way we lead…into the way we listen.
At SagePoint Financial, you are not just a rep code. We’ve built our business over the past 40+ years by truly partnering with our affiliated independent financial professionals. Our goal is to be more flexible, more nimble, and more collaborative than any other firm by listening to them.
We’re driven — and we know where we’re going. Our scale, our commitment to independence and our decisive thought leadership transform the challenges of an evolving marketplace into opportunities for our dynamic financial professional community. That’s what being “in your corner” is all about. And it’s what we’re all about.
As part of the nation’s largest network of independent wealth management firms, we provide the technology, marketing, practice management, and investment solutions you need to grow your business.
Our retention rate of over 98% and average tenure of more than 11 years speak volumes about our ability to serve our financial professionals' needs and those of their clients.
When you move to SagePoint, a team of transition professionals will work closely with you to thoroughly plan your transition process according to your unique requirements.
Being in your corner also means backing you up with the tools, platforms, and strategies to build your business and serve your clients. It also means always striving to get better at what we do.
The marketing platform that makes it possible to personalize and scale your communications, campaigns, and more.
A comprehensive succession planning platform that addresses the biggest challenge in our industry.
Your one-stop hub for content, administration, and trending insights.
eQuipt® provides an online paperless account opening process, reducing administrative time for financial professionals and enhancing a client’s onboarding experience.
SagePoint Financial is part of Advisor Group, the nation's largest network of independent wealth management firms in the United States, with more than 11,000 affiliated financial professionals. Our structure allows us to invest significant resources across our network, so they enjoy access to state-of-the-art technologies, personalized service, and broad-based operational support to better serve their clients.