Network·Family Office

Sagent Wealth Management

Unclaimed

📍 LAGUNA BEACH, CA

Family Officehealthcare
www.sagentwm.com

SEC CRD #801-69446

About

Home Page - Sagent Wealth Management Call Now 833-773-0041 Home Services Complimentary Financial Checkup Investment Management Estate Planning Educational Savings Plans About Us Sagent Wealth Management Our Team More About Sagent and Our Advisors News Contact Us Client Login Investment Management Professional Advice With Your Best Interest In Mind Learn More Contact Us Financial Planning Let’s Map a Route to Your Financial Destination Learn More Contact Us Estate Planning Living Trusts, Wills and Health Care Directives Learn More Contact Us Educational Savings Plans A Jump Start on Your Childs Future Learn More Contact Us - - - - Our Services Investment Management Professional Advice With Your Best Intentions In Mind Financial Planning Let s Map a Route to Your Financial Destination Estate Planning Living Trusts, Wills and Health Care Directives Education Savings Plans A Jump Start on Your Child s Future Sagent Wealth Management provides Investment Advice, Estate Planning and Financial Planning services along with complimentary financial check ups. Clientele of the firm come from a broad array of backgrounds but share a common desire to have a trusted Investment Advisor oversee their financial well being. For all clients, new and old, we strive to provide personalized client service, attention to detail and sound financial advice. Meet Our Associates Marshall Eichenauer Jr. Investment Advisor, Owner Iris Aillaud Controller Charlene Norton Client Service Associate Teri Eichena

Key Contact

MG

MARSHALL G EICHENAUER JR.

PRESIDENT/CHIEF COMPLIANCE OFFICER

📞 (949) 756-2226

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AUM

$100M

Location

LAGUNA BEACH, CA

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