Sagace Wealth Management

Sagace Wealth Management

Sagace Wealth Management launched in 2017 in St. Petersburg, Florida, combining investment advisory, accounting, and legal disciplines inside a single practice. The firm targets high-net-worth individuals, particularly newly retired professionals and busy executives, though it does not disclose the specific wealth origin of its founding principals. The firm's core offer rests on an integrated service model rather than a distinct asset-class specialization. Its public materials reference comprehensive financial planning, tax strategy, and estate coordination, without detailing a discrete deployment strategy or naming specific portfolio holdings. No verifiable data exists on fund commitments, direct deals, or co-investment activity. The geographic focus appears limited to US-based clients, inferred from its St. Petersburg location and website language. Sagace does not publish team size, aggregate asset figures, or adjacent vehicles. The website's case studies mention scenarios for the newly retired and busy professionals, but the firm has not disclosed any dated operational events, fund closes, or leadership changes in the past 24 months. The professional-services structure implies a small, advice-centric practice rather than an institutional asset-gathering operation. Structurally, Sagace differentiates by housing three separate professional-services disciplines — investment advice, accounting, and law — within one office. This arrangement aims to collapse the coordination gap that wealthy clients typically face across independent providers, though the absence of any disclosed AUM or named investment principals limits the ability to benchmark the practice against larger multi-family offices or RIAs.