Robert M. Sesich, CFP, CRPC

Rob Sesich is a Member of Sagemark Consulting Private Wealth Services, an internal Osaic FA organization of top planners who focus on clients in the high net worth market. This preeminent group of financial planners have prodigious experience in wealth management, business continuity, and sophisticated wealth transfer strategies.

We provide strategies that are designed to help business owners protect the wealth they have worked a lifetime to create for themselves and their families. Through a comprehensive financial planning process, we develop strategies to efficiently and effectively transfer the business to the next generation or other parties as desired. We help our clients maintain their financial independence throughout their lives and consider alternative strategies to provide for family members who are not actively involved in the family business as well.

As part of this comprehensive financial planning process, we create complementary strategies designed to minimize estate, gift and income taxes, provide asset protection, address charitable intentions, and accommodate any special needs considerations. In addition, we coordinate our client’s investment portfolios with their estate and business succession plans toward achieving their financial goals.

In short, it is our goal to help our clients make it all the way to the finish line; and ultimately, that the wealth they have worked a lifetime to create is distributed to the right people at the right time and as efficiently as possible.

Please check out all the material on our website. If something prompts a question, please send us a quick email or call my office. We look forward to speaking with you.