Elevate Inc is excited to welcome our newest client Sage Capital Concepts. Sage Capital Concepts (Sage), helmed by CEO Mark Sherwin, is an independent multi-family office advisory group offering comprehensive family wealth planning strategies. Sage works with high-net-worth business owners and C suite individuals who are interested in sophisticated investment management, tax deferral and tax avoidance strategies.
Mark has been in the financial industry for over 25 years and formed Sage Capital Concepts in 2001. Mark has participated as a faculty member for The Florida Symposium for Financial Planning Professionals hosted by the Financial Planning Association of Tampa Bay and has designed multiple courses on advanced tax reduction strategies approved by The Florida Bar to offer Continuing Legal Education to attorneys practicing in Florida. Additionally, Mark is a Fox Business News contributor and a contributor to an upcoming book with Shark Tank’s Kevin Harrington titled “New Wealth Principals.”
Sage is based in Tampa Bay offering alternative investments that are not available in the traditional markets having a continued focus to bring secure and innovative alternative financial tools to their clients. Furthermore, Sage helps align family assets in a tax-free environment unlocking significant value for both current and future generations.
Mark has collaborated with Shark Tank’s Kevin Harrington in his upcoming book “New Wealth Principals” penning chapter one “The 1 Thing You Need to Know About Money” which focuses on The 1 Thing we can “Do Now” to secure our families future financial goals and aspirations. Please be sure to check out the informative video below about the financial planning process.
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This post was written by Elevate, Inc.