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SagePoint Financial Is Rebranding To Trillium Financial Group!

We are excited to announce that, effective August 28th, our new business name will be Trillium Financial Group! Click Here to learn more!

We are at capacity for the christmas open house! rSVPs are now closed. 

Values-Based Financial Planning. Invest in You. 

Focused, personalized investment strategies for every stage of life

"Wealth is the ability to fully experience life." - Henry David Thoreau

<strong>Grow Your Finances.</strong>

Grow Your Finances.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

<strong>Financial Advice Shouldn't Be Complicated.</strong>

Financial Advice Shouldn't Be Complicated.

We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.


<strong>Stay Informed</strong>

Stay Informed

We keep you updated on market news and important information in the industry through our email content, social media, and quarterly newsletters. 


SagePoint Financial BBB Business Review

Advisors in our office have over 50 years of combined experience behind them.

The primary goal of Trillium Financial Group is to make sure your financial house is in order. Some of our services include:

Personalized Investment Plans

Tax Reduction Planning*

Retirement Income & Distribution Planning

Family Wealth Planning*

Client Services and Communications

If you have a question or would like to schedule an appointment, please let us know!

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