Sagient

Sagient We work to achieve this vision by following three core principles.

Our Vision
To provide holistic financial planning, delivering long-term prosperity and peace of mind for our clients across every aspect of their financial future.

09/04/2026

Are you making the most of your employer-provided benefits in your estate plan? Explore the impact of how work benefits like 401ks and Life Insurance seamlessly integrate into your Estate Planning strategy.

$29,910 -- the average total cost of attendance at an in-state public college for 2025-26. Out-of-state averages nearly ...
09/02/2026

$29,910 -- the average total cost of attendance at an in-state public college for 2025-26. Out-of-state averages nearly $49,080. Source: College Board.

The Great Wealth Transfer, explained: $124 trillion is projected to change hands in the U.S. between now and 2048 -- the...
09/01/2026

The Great Wealth Transfer, explained: $124 trillion is projected to change hands in the U.S. between now and 2048 -- the largest generational wealth transfer in history. It's not one moment, it's a 25-year wave. Swipe through what it means for your family.

31.9 million 401(k) accounts have been left behind by job changers as of 2025 — holding an estimated $2.1 trillion in un...
08/29/2026

31.9 million 401(k) accounts have been left behind by job changers as of 2025 — holding an estimated $2.1 trillion in unmanaged retirement assets. If you've changed jobs, it might be worth checking.

08/28/2026

Estate Planning is key to securing your Financial Future. Protect your assets and simplify the transfer process.

A Sagient advisor can walk you through what an estate plan looks like for your family.

Average total cost of attendance for 2025-26: $65,470/year at private nonprofit colleges, $29,910/year at public in-stat...
08/26/2026

Average total cost of attendance for 2025-26: $65,470/year at private nonprofit colleges, $29,910/year at public in-state schools. But sticker price isn't net price -- most families pay less after aid. Source: College Board.

$124 trillion is projected to change hands in the U.S. between now and 2048 -- the largest generational wealth transfer ...
08/25/2026

$124 trillion is projected to change hands in the U.S. between now and 2048 -- the largest generational wealth transfer in history. Source: Cerulli Associates.

Growing wealth isn't about how much you make — it's about what happens to your money after the paycheck lands. Three hab...
08/22/2026

Growing wealth isn't about how much you make — it's about what happens to your money after the paycheck lands. Three habits do most of the work: paying yourself first, automating it, and reviewing it on a schedule.

08/21/2026

If you have people you love, estate planning vs. estate tax planning matters.

A Sagient advisor can walk you through what an estate plan looks like for your family.

$65,470 -- the average total cost of attendance at a private nonprofit college for the 2025-26 academic year. Source: Co...
08/19/2026

$65,470 -- the average total cost of attendance at a private nonprofit college for the 2025-26 academic year. Source: College Board.

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200 N Pacific Coast Highway, Suite 1825
El Segundo, CA
90245

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