The Lifestyle & Legacy Protection Process

An Integrated Approach to Wealth Design

Integration is the Key to Grow, Protect and Enhance your Wealth

What do we mean by Integration?

Steps to financially protect one’s family and business such as financial, tax and estate planning are often taken in isolation without consideration of one’s goals, requirements or desires.

At Sage Capital Concepts, we bring together the people, processes and tools in one place to create and support a single integrated financial strategy for you. Our team of experienced specialists works closely with you and our global network of professionals in the legal, accounting and finance to help you achieve your financial goals.

CEO BIO

Mark SherwinMark Sherwin, the founder of Sage Capital Concepts, has been in the financial industry for over 25 years and formed Sage Capital Concepts in 2001. 

Mr. Sherwin attended the University of Florida, Eckerd College and Albert Ludwigs Universitat in Freiburg, Germany, earning a BA in International Business and a BA in German. 

He has held Series 7, Series 24, Series 65, and 214 licenses.

Mr. Sherwin: 

  • Has participated as a faculty member for The Florida Symposium for Financial Planning Professionals hosted by the Financial Planning Association of Tampa Bay
  • Has designed multiple courses on advanced tax reduction strategies approved by The Florida Bar to offer Continuing Legal Education to attorneys practicing in Florida
  • Has designed multiple courses on advanced tax reduction strategies approved by The Florida Department of Business and Professional Regulation to offer Continuing Professional Education to Certified Public Accountants practicing in Florida
  • Is a Fox Business News Contributor
  • Is an active member of the Financial Planning Association
  • Is an active member of the Downtown Tampa Rotary Club
  • Mark Sherwin is a contributor to an upcoming book with Shark Tank’s Kevin Harrington titled “New Wealth Principals.”

Events

Future Events Are Being Planned.
Check Back Soon!

There are no upcoming events at this time.

Free Portfolio Risk Analysis

how-fast-are-you-driving-your-investments

Defer Capital Gains Tax

Business Transition

Interview with Kevin Harrington of Shark Tank

How May We Help You?

If you have any further questions or to submit a inquiry online, please contact us today!