Welcome to Sagemark Consulting

Our Mission Statement

We help people make smart choices about their money as they pursue their goals and fulfill their values. We put their financial house in order and work to keep it that way. Our goal is for our clients to feel they are being prudent stewards of the wealth they have created in their lifetime.

Wealth Management Process - Put your financial house in order today and lay a foundation for the future

All Weather Portfolios - Manage risk while taking advantage of opportunities

Personal CFO Services - Stay on top of your finances

Personal Financial Homepage - Aggregate all your accounts and investments via a personal web page

We work diligently to meet the needs of our clients and strive to improve our depth of knowledge and quality of service. There is nothing more important to us than to earn our clients trust, confidence and respect.

"We welcome every opportunity to help people make informed decisions about their money."

Robert G. Dillow, MBA, CFP®

Family Legacy Pyramid

The Family Legacy Pyramid simplifies a complex process of wealth management. Let us help you understand and prioritize your financial concerns.

Personal CFO Services

Keeping you on track to achieving your objectives
We look at you as the CEO of your financial empire, regardless of its size. Let us act as your Chief Financial Officer so that you can focus on your financial objectives and stay on track to achieving them. Click here to find out more!

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All Weather Portfolio Model

Investing For All Climates
Let us help you develop a unique Investment Plan designed to perform well rain or shine, under a variety of economic conditions. Click here to find out more!

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E-Money

Your Personal Financial Homepage
24/7 access to all of your investment and banking accounts, convenient storage of important documents, and more - all available on your Personal Financial Homepage. Click here to find out more!

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We are licensed in the following states. If you are a legal resident of one of these states, please proceed. We are sorry if we are unable to offer you our services at this time.

Securities: Arizona, California, Colorado, Montana, New York, Washington, Wisconsin, Wyoming

Insurance: California, Kentucky, Arizona, Wisconsin

Robert Dillow: California Insurance License #OA94083

Ryan Baker : California Insurance License #OA64768

Sheila Mangicap: California Insurance License #OA94083

Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities offered through Lincoln Financial Advisors Corp., a broker/dealer. Member SIPC. Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors, a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.

*Associated persons of Lincoln Financial Advisors Corp. who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm.

CRN:200905-2030676