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SAGENTWM.COM

Sagent Wealth Management

In a busy and complex world, many investors would welcome the assistance of a trusted advisor someone with experience gained from years of hard work, wisdom earned through extensive study, and judgment sharpened by a career devoted to helping clients achieve their financial goals. Experience. Wisdom. Judgment. The hallmarks of Sagent Wealth Management. We invite you to learn more about Sagent, and we welcome the opportunity to discuss your personal financial, planning, and investment needs.

http://www.sagentwm.com/

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CONTACTS AT SAGENTWM.COM

Sagent Capital LLC

Sagent Capital LLC

4675 MacAr●●●●●●●●●●Suite 1270

Newp●●●●each , CA, 92660

US

1.94●●●●8860
1.94●●●●2233
in●●@sagentcapital.net

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In a busy and complex world, many investors would welcome the assistance of a trusted advisor someone with experience gained from years of hard work, wisdom earned through extensive study, and judgment sharpened by a career devoted to helping clients achieve their financial goals. Experience. Wisdom. Judgment. The hallmarks of Sagent Wealth Management. We invite you to learn more about Sagent, and we welcome the opportunity to discuss your personal financial, planning, and investment needs.
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Sagent Wealth Management | sagentwm.com Reviews

https://sagentwm.com

In a busy and complex world, many investors would welcome the assistance of a trusted advisor someone with experience gained from years of hard work, wisdom earned through extensive study, and judgment sharpened by a career devoted to helping clients achieve their financial goals. Experience. Wisdom. Judgment. The hallmarks of Sagent Wealth Management. We invite you to learn more about Sagent, and we welcome the opportunity to discuss your personal financial, planning, and investment needs.

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sagentwm.com sagentwm.com
1

Sagent Wealth Management

http://www.sagentwm.com/about/alliances-affiliates.php

Sagent Wealth Management is proud of close alliances with the following organizations for the value and service they provide to our clients. Safety, Strength, and Financial Stability are important characteristics when selecting a custodian for your investment assets. Clients of Sagent Wealth Management will take comfort in knowing that their investment assets are held with a financially strong and stable company, The Charles Schwab Corporation. For more information, visit www.schwab.com. Investment Manag...

2

Sagent Wealth Management

http://www.sagentwm.com/services/estate-planning.php

We believe that Estate Planning is one of the best ways to help assure that, after your death, your assets will be handled as you intended. In conjunction with your tax and legal advisors, we can assist you in:. Creating a Will and Living Trust, as well as other Estate Planning legal instruments. Purchasing insurance to fund Estate Taxes. Developing a strategy for making lifetime gifts. Identifying Successor Trustees to carry out your wishes after your death. 2016 Sagent Wealth Management.

3

Sagent Wealth Management

http://www.sagentwm.com/services/financing-solutions.php

As part of our comprehensive suite of expert services, we can provide a line of credit to give you fast and flexible access to cash at competitive rates. These lines of credit may be a smart alternative to using cash and depleting cash reserves, or selling assets that could trigger capital-gains taxes, and disrupt your long-term wealth management strategy. 2016 Sagent Wealth Management. Website design and development by Real Life Branding.

4

Sagent Wealth Management

http://www.sagentwm.com/services

In developing our suite of financial services, we recognize that complex needs require comprehensive solutions. We work closely with you as a client to fully understand your particular situation, and provide access to a wide variety of products and services targeted specifically to your unique needs and goals. We then keep you informed on a periodic basis, and can monitor and update strategies, as appropriate, to respond to ever-changing markets and your evolving needs. 2016 Sagent Wealth Management.

5

Sagent Wealth Management

http://www.sagentwm.com/about

At Sagent Wealth Management, we strive each day to apply our experience, wisdom and judgment to earn the trust of our clients. We believe it’s not enough to simply make recommendations. We want to understand your entire financial picture, your family, your career, and your long-term objectives. That deep understanding is gained through our genuine willingness to communicate openly and honestly as we develop a personalized approach that matches your unique needs and helps achieve your investment goals.

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Financial Advisors | trusteepro.com

http://www.trusteepro.com/resources/financial-advisors

Advance Health Care Directive. Peter C. Kote. It’s Your Money! It’s Your Estate! The following financial planners listed here are past and present volunteers in our “it’s your money” workshops. We only use presenters who have a present fiduciary relationship with their clients and do not. Have the ability to sell financial products (do not. Have a license to sell securities or insurance.) Presenters are not. Allowed to collect attendee names. How to Choose a Financial Planner. Ask First Form (04-2012).

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In a busy and complex world, many investors would welcome the assistance of a trusted advisor someone with experience gained from years of hard work, wisdom earned through extensive study, and judgment sharpened by a career devoted to helping clients achieve their financial goals. Experience. Wisdom. Judgment. The hallmarks of Sagent Wealth Management. We invite you to learn more about Sagent, and we welcome the opportunity to discuss your personal financial, planning, and investment needs.

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In a busy and complex world, many investors would welcome the assistance of a trusted advisor someone with experience gained from years of hard work, wisdom earned through extensive study, and judgment sharpened by a career devoted to helping clients achieve their financial goals. Experience. Wisdom. Judgment. The hallmarks of Sagent Wealth Management. We invite you to learn more about Sagent, and we welcome the opportunity to discuss your personal financial, planning, and investment needs.

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Sagent Wealth Management

In a busy and complex world, many investors would welcome the assistance of a trusted advisor someone with experience gained from years of hard work, wisdom earned through extensive study, and judgment sharpened by a career devoted to helping clients achieve their financial goals. Experience. Wisdom. Judgment. The hallmarks of Sagent Wealth Management. We invite you to learn more about Sagent, and we welcome the opportunity to discuss your personal financial, planning, and investment needs.

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In a busy and complex world, many investors would welcome the assistance of a trusted advisor someone with experience gained from years of hard work, wisdom earned through extensive study, and judgment sharpened by a career devoted to helping clients achieve their financial goals. Experience. Wisdom. Judgment. The hallmarks of Sagent Wealth Management. We invite you to learn more about Sagent, and we welcome the opportunity to discuss your personal financial, planning, and investment needs.

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