Shaping tomorrow’s wealth with wisdom and innovation.

Our Solutions

A century of combined experience behind us. Financial freedom ahead of you.

Knowledge is the Sagient way. Our name comes from the Latin word for “those who know or perceive quickly.” We get to know our clients deeply and provide personally tailored financial guidance for a fast-changing world. We help you succeed by combining the wisdom we have earned from our heritage with innovative insights to shape the future.

Whether you have a financial issue to address or an opportunity to consider, you can turn to Sagient professionals who have taken the time to understand your needs and goals and can offer you a streamlined path forward. The connection we foster will help you confidently carry out your financial goals and legacy. 

The more we get to know you, the more we can achieve together.

Sagient’s financial advisors average over two decades of financial expertise.  We leverage this wealth of experience alongside cutting-edge strategies to cater to the unique needs of individuals, businesses and expanding families.

We Believe

A holistic approach to financial planning is possible. 

Our team listens to your financial needs and embraces modern technologies to design the unified financial solution that is right for you.

Personal Finance

Whether it’s implementing saving strategies or minimizing taxes, we provide you with the tools you need to plan for your future and weather the unexpected.



We walk you through your options to create an evolving plan. Our tax minimization strategies and deep industry expertise help you confidently build and preserve your legacy.




From planning a business succession to providing benefits for your employees, Sagient offers scalable, custom solutions that back your business at every stage of growth. 


Sagient creates a customized roadmap for you to achieve your financial and retirement goals. No matter how you choose to implement your plan, our team will continue to monitor your progress, grow with you, and strengthen the relationship that allows us to serve you.


*Please note that you can implement your financial plan at the financial institution of your choice. Implementation of specific products or services may result in commissions or fees outside of the financial planning fee

No matter where you are, we’re growing with you.

Building your financial future is an ongoing process, not a one-time event. Our goal is to create a trusting relationship that you can turn to for guidance at any stage of your financial journey. 

Career Opportunities

Join a team who values the process over the products

The Sagient team is collaborative, curious, and constantly on the lookout for fellow innovators. 

Our team values a “we” mindset, a commitment to lifelong learning, and building holistic, well-balanced practices tailored to customer needs. 

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News & Insights