Advisor Group’s SagePoint Adds $800 Million Team
SagePoint Financial, a wealth management firm within the Advisor Group network, has recruited IronBridge Wealth Counsel.
SagePoint Financial, a wealth management firm within the Advisor Group network, has added IronBridge Wealth Counsel and its eight wealth advisors who oversee $800 million in client assets. According to BrokerCheck, the advisors were previously affiliated with Lincoln Financial.
The core team at IronBridge, which includes five partners located throughout the country, has worked together, in different facets, since 2004. IronBridge provides comprehensive wealth management services in an enterprise ensemble structure, with a focus on integrated financial planning design, coordination and execution.
IronBridge has investment offices in Austin, West Palm Beach, Scottsdale, Farmington, New Mexico, Windsor, Connecticut, Chicago, and Salt Lake City.
According to the firm website, the team includes Shane Morrow, managing partner; David Gossling, senior wealth advisor; James Martin, senior wealth advisor; Cole Stoneman, senior wealth advisor; Jim Stone, senior wealth advisor; Edward Kemm, private wealth advisor; Andrea Sheik, wealth management specialist; and Alyse Sauvageau, practice manager.
“IronBridge is such a well-respected firm in the industry, and their growth and commitment to their clients and communities is impressive. I am excited they chose to partner with SagePoint and join the Advisor Group family…, said Desiree’ Sii, president and chief executive officer of SagePoint.
The Advisor Group network of firms includes SagePoint Financial, FSC Securities, Royal Alliance Associates, Securities America, Triad Advisors and Woodbury Financial Services. The network serves approximately 9,700 financial advisors who oversee approximately $515 billion in client assets.
SagePoint Financial has approximately 1,300 advisors across the United States.
