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About Us

About Us

Sagamore is the implied serenity of investing, focusing on the total person, their family, and their holistic wealth management. A Fiduciary and Private Wealth Advisor for over 30 years, who has the legal authority to act as a dually licensed person who can utilize fees and/ or commissions for the investment management process of each client relationship. A Fiduciary has nothing to do with Commissions vs. Client quarterly assets, Client percentage (%) of your portfolio assets, Assets under management (AUM), Hourly consulting or Transparent fees. A Fiduciary is: A person or organization legally obligated to act in another party's best interest, prioritizing the beneficiary's financial well-being above their own. Period.

A fiduciary with Over 30 years of ExperienceSagamore Wealth Financial has Been Serving You Independently Since 2013.

True wealth is about more than money. It is about your health, your family, your dreams and aspirations, your peace of mind, and your life journey.

At our firm, we believe in a holistic approach to wealth management that goes beyond transaction and focuses on building meaningful relationships with our clients. We understand that each client has unique goals, dreams, and challenges, and we are committed to providing tailored strategies that align with their specific needs.

We believe in listening attentively, asking the right questions, and truly understanding our clients’ aspirations. Our service philosophy is rooted in trust, integrity, and personalized guidance for the transitions that matter most to our local community.

Our Mission

To serve as a trusted financial ally, sharing knowledge and guidance for the responsibility of managing wealth.

Our Core Values

Integrity is at our core, shaping how we serve clients, staff, our investments, and our community.

Our Approach

We are professional listeners and strategists who treat client goals as important as our own.

What Makes Us Different You Are not a Client.

You’re Our Partner.

Whether you’re a new investor, preparing for retirement, or creating your legacy, you deserve to work with mission-driven financial professionals. We couldn’t be more honored to serve those who have entrusted us with their assets and their financial futures. Thank you for allowing us to be a participant in your Future!

Meet Charlene Our people are our greatest asset,
and we invest heavily in them

Charlene Monts

Charlene D. Monts

Chairman / Private Wealth Advisor

(410) 526-0006

Our Process We Strive for Excellence as
Much as You Do

Step 1: Discovery Call

We’ll begin by reviewing your financial documents, risk tolerance, and objectives.

Step 2: Build Your Plan

Our team will develop a plan and utilize various financial strategies designed to match your unique specific goals.

Step 3: Enjoy Life

Life changes? Let us manage the transitions and adjust your strategy to support your future.

Contact Us If You Can Dream It,
You Can Do It

Remember: "To whom much is given, much is required." If you’re ready to have a meaningful conversation about your financial goals, an introductory phone call is the way to start.

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