SagePoint Adds Three Advisor Groups with $2 Billion in Client Assets
SagePoint Financial, a financial services firm with more than 1,900 advisors nationwide, announced that High Point Capital Group, Legacy Financial Advisors Inc., and Buckley Group Anthoine Financial have chosen to partner with its network of financial advisors.
SagePoint Financial, a financial services firm with more than 1,900 advisors nationwide, announced that High Point Capital Group, Legacy Financial Advisors Inc., and Buckley Group Anthoine Financial have chosen to partner with its network of financial advisors. The three firms represent more than $2 billion in total assets under administration.
Headquartered in Milwaukee, Wisconsin, High Point Capital Group works with individuals, families, and businesses to provide asset management, financial planning, insurance, estate planning, and corporate benefits services. The firm is led by president Scott Downs and has more than $900 million in AUA.
Legacy Financial Advisors Inc., based in Westborough, Massachusetts, has more than $776 million in AUA and offers comprehensive financial education, planning, and investing services – including a 401(k) management program. The firm is led by managing partner Paul Mauro, an industry veteran with more than 25 years of experience as a financial planner.
Buckley Group Anthoine Financial (BGA Financial) has offices in Lewiston and Portland, Maine, and provides clients with financial services that include employee benefits, employer-sponsored retirement plans, individual insurance planning and investment strategies. The firm is managed by Mark Anthoine and Stephen Carew and has $315 million in AUA.
SagePoint is part of the Advisor Group network of independent broker-dealers, which also includes FSC Securities Corporation, Royal Alliance Associates, and Woodbury Financial Services. Advisor Group is one of the nation’s largest networks of independent financial advisors serving more than 5,000 advisors and overseeing approximately $190 billion in client assets.
