Who We Serve

By March 10, 2017April 2nd, 2021No Comments

We work with retirees to help them preserve assets and generate income. Retirees have spent a lifetime accumulating assets. We help ensure their money is working efficiently and without undue risk.

Business Owners

We establish and maintain retirement plans in conjunction with outside plan administrators and experts. When acting as a fiduciary we provide plan governance and communicate ERISA requirements.

Technology and Construction Executives

Executives at Technology companies who may own stock options, restricted stock, deferred compensation and company retirement plans may need guidance and direction with their investments.


Couples often delegate responsibilities and the newly divorced may find that they’re now responsible for financial matters they’ve never had to deal with in the past. We provide guidance and help dividing assets and retirement accounts.


Trustees and executors of estates and those who inherit funds may now find that they’re newly entrusted with taking care of investments in a responsible way. We help develop a plan for your inheritance and can help with distributions to heirs as necessary.

Learn More About Our Services >>

*Fixed insurance products and estate planning services may be provided by a third party. Please consult with your representative to confirm on which company’s behalf services are being provided. Sagepoint Financial does not offer tax, legal or estate advice.

David Wilson

About David Wilson

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