Sagent Wealth Management
www.sagentwm.comInvestment Advice | Estate Planning | Financial Planning Sagent Wealth Management provides Investment Advice, Estate Planning and Financial Planning services along with complimentary financial check ups. Clientele of the firm come from a broad array of backgrounds but share a common desire to have a trusted Investment Advisor oversee their financial well being. Long time clients have grown to appreciate Sagent's personalized client service, attention to detail and sound financial advice. Sagent Wealth Management | Experience Wisdom Judgment
Read moreInvestment Advice | Estate Planning | Financial Planning Sagent Wealth Management provides Investment Advice, Estate Planning and Financial Planning services along with complimentary financial check ups. Clientele of the firm come from a broad array of backgrounds but share a common desire to have a trusted Investment Advisor oversee their financial well being. Long time clients have grown to appreciate Sagent's personalized client service, attention to detail and sound financial advice. Sagent Wealth Management | Experience Wisdom Judgment
Read moreCountry
State
California
City (Headquarters)
Laguna Beach
Employees
1-10
Founded
2008
Estimated Revenue
$1 to $1,000,000
Social
Employees statistics
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Director of Accounting
Email ****** @****.comPhone (***) ****-****Operations Manager
Email ****** @****.comPhone (***) ****-****Accounting Associate
Email ****** @****.comPhone (***) ****-****Accounting Associates
Email ****** @****.comPhone (***) ****-****
Technologies
(3)