Welcome to Sagemark Consulting

When life demands a broader financial perspective; it's time to change your vantage point.

Today you need to keep an open mind and realistic perspective on your finances. It is at these points in time that our role as financial advisors becomes even more critical to those we serve. Sagemark Consulting helps clients to adjust and stabilize their situations, while offering the opportunity to recapture the sustainable financial success they desire.

Test your current financial assumptions in today's new reality, Sagemark Consulting stands ready to assist you and your family.

Account Access

Whether you are buying a mutual fund for the first time or you're an experienced investor with a diversified portfolio, we can help.

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In The News

Stewart J. Viets, CFP® was listed by Registered Rep Magazine in 2011 as one of the Top 100 Independent Advisors nationally.*

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Featured Case Study

A Resource Group member was introduced to an owner of a very successful third generation business in the consumer staples industry. He currently ran the business with nine family members, all active in various aspects of the operation.

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We are licensed in the following states. If you are a legal resident of one of these states, please proceed. We are sorry if we are unable to offer you our services at this time.

Securities: Arizona, California, Colorado, Connecticut, Florida, Georgia, Massachusetts, New York, and Washington

*Assets Under Management as listed include client assets invested through Stewart Viets including but not limited to brokerage assets, insurance cash value, annuities and managed assets. The full listing is available for review on www.registeredrep.com.

Stewart Viets: California Insurance License #0568220

Phillip Cordano: California Insurance License #0D15506

Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities offered through Lincoln Financial Advisors Corp., a broker/dealer. Member SIPC. Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors, a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.

*Associated persons of Lincoln Financial Advisors Corp. who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm.

CRN:200912-2036821