Sagace Wealth Management

EST. AUM
$162,726,716

CONTACTS
6

CLIENT ACCOUNTS
263

Firm Details

Metro area Tampa
CRD Number 307212
Website sagacewealth.com
Client types

Overview

The founder of the firm developed a deep appreciation for the European approach to wealth management while working abroad, recognizing the effectiveness of a process that seamlessly integrates high-quality financial stewardship with seasoned accounting and legal expertise. This approach is complemented by a warm, personal touch reminiscent of a close-knit family business, while also incorporating modern financial technology and investment strategies. The firm is committed to honoring its namesake by ensuring that both clients' legacies and the firm itself reflect the principles of wisdom, intelligence, and good judgment, encapsulated in the Italian word "Sagace." Its mission is to serve as a true fiduciary, offering comprehensive wealth management solutions tailored to each individual through an integrated family office style that combines accounting, business, and legal expertise.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Sagace Wealth Management

Platform Details

Investment Preferences

Alternative Activity

Address

Products & Services

Resources

Podcasts

Events

Company