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Sageworth Overview

Type

Multi Family Office

General Information

Sageworth is a multi-family office headquartered in Lancaster. The firm serves families and individuals seeking comprehensive wealth management, investment advisory, and legacy planning solutions. Sageworth’s multidisciplinary team focuses on aligning financial strategies with clients’ long-term objectives, integrating investment management, estate planning, and philanthropic advisory. The office emphasizes confidentiality and tailored service—supports families in navigating complex financial landscapes and sustaining generational wealth across diverse asset classes and structures.

Contact Information

Year Founded:

Investment Focus & Strategy


Open To First Time Funds:

Institution Type:
Multi Family Office

Leadership & Principals


Corporate Office:
Lancaster, United States

Portfolio & Notable Allocations


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Sageworth | Lancaster Multi Family Office | Altss