Sagamore Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Sagamore provides discretionary investment management and financial planning to individual and high‑net‑worth clients and also offers retirement plan advisory services for plan sponsors. The firm's brochure describes customized portfolios built with diversified ETFs and mutual funds and notes it may also utilize individual stocks, bonds and other investments to meet client objectives.
The firm’s investment process emphasizes fundamental analysis and a predominantly long‑term orientation while retaining flexibility to buy, sell, or reallocate positions as market conditions or client goals change. The brochure states Sagamore develops strategic asset allocations, monitors portfolios continuously, may employ cash positions as a hedge, and engages in rebalancing and tax‑loss or gain harvesting as appropriate.
Notably, Sagamore provides a range of retirement plan consulting services—investment policy design, ERISA 404(c) assistance, benchmarking, participant education and ongoing investment oversight—which the brochure treats as a fiduciary engagement on behalf of plan sponsors. The firm also discloses use of derivatives in separately managed accounts (a practice uncommon among independent peers) and that its principal is a licensed insurance professional who may receive commissions for insurance products, a potential conflict the brochure identifies.
Client services
Expertise
Fee options
$0 - $50,000: 2.00% $50,001 - $100,000: 1.50% $100,001+: 1.25%
Insurance commissions received separately by Mr. Casale for insurance products
$150 to $350 per hour, negotiable
Main office
400 Trade Center, Suite 5900
Woburn MA 01801
Advisors at this office
1
Most active in
Massachusetts · New Hampshire · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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