"True Wealth is about more than money,
it is about peace of mind.”
Change is constant: Will you be ready? Are you prepared?
Remember: “To whom much is given, much is required.”
Sagamore Wealth Financial is a family office that caters to the specific needs of wealthy families, municipalities, businesses, and non-profit institutions. |
Helpful Content
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Saving Early & Letting Time Work For You
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Social Security Fairness Act's New Chapter
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Errors and Omissions Insurance
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Your Emergency Fund: How Much Is Enough?
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Asset Allocation
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Mastering Mobile Lingo
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Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
Credit Card Payoff
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Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
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Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.

