Our Services

Sageworth offers the families we serve a broad range of investment management, trust, planning, and administrative services that are tailored to each of their individual needs.

Investment Advisors

Sageworth provides sophisticated investment management and planning for our clients, their businesses, company retirement plans and foundations.

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Shared Family Office

Sageworth provides a comprehensive and coordinated range of personalized family wealth management services, including financial, estate, tax, insurance, retirement, charitable and business planning, as well as financial administrative services.

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Private Trust Company

Sageworth is an independent private trust company available to serve as trustee, executor, guardian and agent throughout the United States.

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South Dakota Trust Company

Sageworth Trust Company of South Dakota provides our clients with access to the preeminent trust jurisdiction in the United States.

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"I wanted to tell you again how much we enjoy working with Sageworth. Your folks are always on the same page and work wonderfully as a team. You anticipate our needs and make certain all the bases are covered. And everything is simply and beautifully explained. We feel totally 'looked after' by Sageworth."