Creating clarity from complexity

The puzzle presents itself. It evolves, continually clouding your path with possibilities and pitfalls.

It is never linear as obstacles rarely identify themselves. A well-researched approach informs the expected and defends the unknown. While you construct your castle, let us dig the moat.

White walls and a hole for a ball to roll past on a white background.

Creating wealth is just the beginning...

Navigator and confidant

Successful direction requires constant learning, deep understanding, and high trust. These days, such qualities are harder to come by in an industry ripe with conflicts and self-interest. Trust is built and earned, not written or expected.

“We help create peace of mind where life intersects wealth. Clients now only focus on the most important things.”

Rick Green

70 years in the making...

Rick and John

Sagium evolved out of frustration within a conflicted industry. We chose to focus on client outcomes and making a lasting community impact. That turned out to be unique, yet the commitment was quite contagious. We grew with our clients. Inspired by our mentor's wisdom then, and fuels our collective purpose today. Accountability and transparency ground that process.