Sagamore Wealth Management, LLC
Sagamore Wealth Management, LLC (CRD# 156447) is a financial advisory firm headquartered in Burlington, MA. They manage $48,000,000 in 485 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management48MILLION
Total Number of Accounts485ACCOUNTS
Average Account Value$98,969
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
MA, NH, TX
Kenan Nacar (CRD# 4209369) is an Investment Advisor Representative working at Sagamore Wealth Management, LLC in Burlington, MA and has over 16 years of experience in the finance industry. Kenan Nacar has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Joseph Casale (CRD# 4814539) is an Investment Advisor Representative working at Sagamore Wealth Management, LLC in Burlington, MA and has over 13 years of experience in the finance industry.