Broker Check

Our Philosophy

Thank you for visiting our website. Whether you are a current client, were referred to us by a friend of the practice, or learned of our services through our presence in the community, we welcome you.

It is my intention that every visitor to our site is able to easily attain the type of information and knowledge about our firm they seek. As the founder of this practice, I am proud of our track record of success over the years. Over this period of time, we have worked diligently to meet the needs and objectives of our clients. Still, we are always striving to improve our depth of knowledge and quality of service by leveraging the use of technology and communication in reaching our clients and their families.

There is nothing more important to us than earning and maintaining the trust, confidence, and respect of our clients. We have built the practice, chosen our affiliation with a premier financial planning partner, and staffed the practice to achieve this end. We are housed in Westlake Village, CA, but as a representative of Sagemark Consulting, we have unlimited access to our vast network of colleagues for the benefit of our clients and their unique situations.

Enjoy your visit to our website, and please feel free to contact us if we can be of assistance to you or your family.

Best regards,
Dan Roundtree