Sagamore Wealth Management, LLC
Sagamore Wealth Management, LLC (CRD# 156447) is a financial advisory firm headquartered in Woburn, MA. They manage $56,878,000 in 515 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management57MILLION
Total Number of Accounts515ACCOUNTS
Average Account Value$110,443
- 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
Joseph Casale (CRD# 4814539) is an Investment Advisor Representative working at Sagamore Wealth Management, LLC in Woburn, MA and has over 13 years of experience in the finance industry.