Founded in 2001, Sageworth is a private trust company and shared family office that provides world-class investment management, fiduciary services, generational wealth planning, and financial services.

Investment Management

Personal Finance

Professional Services

Sageworth

This office focuses on financial management and client services, supporting investment strategies and legal guidance.

1861 Santa Barbara Dr

Scott Pinchak

This department oversees and manages the organization's investment portfolio and strategies.

This department provides financial advice and services to clients seeking to grow and manage their wealth.

Wealth Management

This department focuses on managing and enhancing client relationships to ensure satisfaction and service quality.

Client Services

This department manages administrative functions and system support to ensure efficient operations.

Administration Services

This department manages the organization's financial activities, including accounting, budgeting, and financial reporting.

Finance Department

This department manages legal strategies, compliance, and risk assessment to support organizational objectives.

Sageworth

Org chart

Teams

Investment Management

Wealth Management

Client Services

Administration Services

Finance Department

Legal Affairs

Offices

Sageworth

Org chart

Teams

Investment Management

Wealth Management

Client Services

Administration Services

Finance Department

Legal Affairs

Offices

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