Rob Sesich is a Select Member of Sagemark Consulting Private Wealth Services, a preeminent group of financial planners within Lincoln Financial Advisors Corp. who have prodigious experience in wealth management, business continuity, and sophisticated wealth transfer strategies.
We drew together the most knowledgeable and talented individuals throughout our organization nationally when we orchestrated the establishment of our Sagemark Consulting Private Wealth Services division.
Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and review a strategy that’s designed to address your individual situation.
The initial stages of our process may last two-eight months, depending on the complexity of your personal situation, but many clients appreciate the value we add and continue our partnership with their families for generations.
As a successful person, you are -- by nature -- a person of action. At Sagemark Consulting Private Wealth Services, we believe that a financial plan, in and of itself, has no power or force without actions you can implement to help improve your situation toward achieving your financial goals.
The Financial Planning Association® recognized us as the first FPA® Alliance firm, affirming that Lincoln Financial Advisors is an organization committed to professionalism in financial planning, and supportive of the ongoing advancement of our advisors.