A complete list of active advisors currently associated with Sagamore Wealth Management, LLC

Warmer can help you find a great advisor at Sagamore Wealth Management, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Sagamore Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Joseph Casale	Woburn, MA	16

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