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. Let's build your castle, yet not ignore the moat.

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

Creating wealth is just the beginning...

We donate every year, regardless of profit. It is a top-line, company-wide commitment.

How we give back locally and annually

“We help create peace of mind where life intersects wealth. Enjoy your wealth on the things most important to you. ”

Rick Green

Meet Rick

Community engagement and local philanthropy

70 years in the making...

Rick and John

Sagium evolved out of frustration within a conflicted industry. Your financial outcomes and making a lasting community impact are our focus. That turned out to be unique, and the commitment was quite contagious. We grew with our clients. Inspired by the past wisdom of many mentors, this fuels our collaborative purpose today. Accountability and transparency ground that process.