Broker Check

Our Services

The Mint Private Client Group is a financial services firm providing financial services to privately held companies and investors.

  • Small Business Consulting
  • Employee Benefits
  • Estate Planning
  • Retirement Planning
  • Investment Portfolio Review*
  • Financial Planning and Consulting*
  • College 529 Plans*
  • Life, Health, Dental, and Disability Insurance
  • Annuities
  • Tax-Efficient Investments*

The Mint Private Client Group has a team of conservative financial professionals who create value and actively implement strategies for shareholders and owners of closely held operating companies. Historically, our clients are professional, service businesses which serve retail and non-retail customers.

Neither SagePoint Financial, Inc., nor its registered representatives or employees, offer tax or legal advice.