Sagent Wealth Magagement
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Sagent Wealth Management is a Laguna Beach-based investment advisory firm that offers a range of financial services, including investment management, estate planning, and educational savings plans. With a team of experienced advisors, Sagent is dedicated to providing personalized solutions to help clients achieve their financial goals.
Committed to client confidentiality, Sagent Wealth Management ensures the privacy of personal information and does not share contact data with third parties. As a registered Investment Advisor with the U.S. Securities and Exchange Commission, Sagent is recognized for its expertise in the field, offering professional guidance and strategies to optimize clients' portfolios.
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