Meet our team
SagePoint Capital Partners guides families who are managing significant wealth and real complexity.
Head of Private Investment Strategy
Senior Wealth Strategist*
Managing Director - Family Office & Institutional Advisor
Head of Family & Community Engagement Services*
*See disclosures below for John Bunge and Phil Nicaud.
Explore Alignment
SagePoint works with a limited number of families where discretion, long-term intent, and the scope of complexity warrant a dedicated partner. An initial discussion is intended to understand context, priorities, and whether a relationship makes sense.