Sagecrest Wealth Management
Finance · California, United States · 11-50 Employees
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Overview
Headquarters
1510 Fashion Island Blvd Ste 380, San Ma...Phone Number
(800) 350-4500Website
www.sagecrestwealth.comRevenue
<$5 MillionIndustry
About Sagecrest Wealth Management
SageCrest Wealth Management, based in San Mateo, CA, specializes in providing personalized wealth management services aimed at ensuring financial wellness for families. Established in 1950, the firm focuses on thoughtful planning for life and legacy, offering services such as retirement planning, investment strategies, and estate management. Their target clients include individuals and small businesses seeking to enhance their financial strategies and make informed decisions about their financial futures. The company prides itself on building strong relationships with clients to create tailored financial plans that instill confidence.Explore more
Sagecrest Wealth Management Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Sagecrest Wealth Manageme...
<$5M
11-50
Private
-
1950
NF
Neil FlukenDirector, Financial Planning & Compliance
Sagecrest Wealth Management Tech Stack
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SageCrest Wealth Management, based in San Mateo, CA, specializes in providing personalized wealth management services aimed at ensuring financial wellness for families. Established in 1950, the firm focuses on thoughtful planning for life and legacy, offering services such as retirement planning, investment strategies, and estate management. Their... Read More
