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A Message From Art Ortman

After 30 years of running SagePoint Financial, Art has decided to retire and hand over the reins to his trusted team. Please click the link below to read a message from Art to his clients. As always, we are here to answer your questions and concerns, so please don't hesitate to reach out!

A Message From Art Ortman

We Help You Grow The Life You Want

Focused, personalized investment strategies for every stage of life

"Wealth is the ability to fully experience life." - Henry David Thoreau

<strong>Grow Your Finances.</strong>

Grow Your Finances.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

<strong>Financial Advice Shouldn't Be Complicated.</strong>

Financial Advice Shouldn't Be Complicated.

We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.


<strong>Stay Informed</strong>

Stay Informed

We keep you updated on market news and important information in the industry through our email content, social media, and quarterly newsletters. 


Advisors in our office have over 50 years of combined experience behind them.

The primary goal of SagePoint Financial Advisors is to make sure your financial house is in order. Some of our services include:

Personalized Investment Plans

Tax Reduction Planning*

Retirement Income & Distribution Planning

Family Wealth Planning*

Client Services and Communications

If you have a question or would like to schedule an appointment, please let us know!

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