


Sagent Wealth Management Email Formats
Investment Management • Laguna Beach, California, United States • 1-10 Employees
Sagent Wealth Management Email Formats
Sagent Wealth Management uses 2 email formats. The most common is {first name}.{last name} (e.g., john.doe@sagentwm.com), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name} | john.doe@sagentwm.com | 66.7% |
{first initial}.{last name} | j.doe@sagentwm.com | 33.3% |
Key Contact at Sagent Wealth Management
Marshall Eichenauer
Owner - Investment Advisor
Company overview
| Headquarters | 1489 Glenneyre, Laguna Beach, California 92651, US |
| Phone number | +18337730041 |
| Website | |
| NAICS | 5231 |
| SIC | 874 |
| Keywords | Investment Advice, 401K, IRA, Financial Planning, Estate Planning, Investment Management, Education Savings Plans, Complimentary Financial Check Ups, Account Rollovers |
| Founded | 2008 |
| Employees | 1-10 |
| Socials |
About Sagent Wealth Management
At Sagent Wealth Management we specialize in investment management, financial & estate planning, rollovers, IRAs, 401(k)s, and education savings accounts. We offer a complimentary financial checkup to evaluate your investments, review your estate plan and provide you with long-term financial projections, without any commitment. It’s yours to keep. We give professional advice with your best interests in mind and strive to provide personalized client service, attention to detail and sound financial advice. Our pillars are Experience l Wisdom I Sound Judgment
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Sagent Wealth Management has never raised funding before.
Sagent Wealth Management Tech Stack
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Frequently asked questions
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