Mark Sherwin Email & Phone Number

Integration is the Key to Wealth DesignWhat do we mean by Integration?Over the years there have been many changes in the family and business protection, tax planning, and estate planning fields. One thing that has remained a constant, however, is a lack of integration between the various tools and vehicles used to attain goals. There is also a continued lack of communication between the various disciplines and practitioners associated with these fields.This has proven to be a particular disadvantage for high net worth individuals and business owners because they typically possess a level of wealth that makes them attractive targets to predators.I created Sage Capital Concepts, Inc. to address this lack of integration. Our team of experienced specialists, together with our global network of leading attorneys, certified public accountants and other financial professionals, can bring together all of the resources available to provide you with a powerful, integrated and coherent strategy.We develop customized strategies that can preserve and grow your assets to a degree and in a manner that traditional planning simply cannot match.Therefore, we enable our clients to take full advantage of the wide range of strategies, services, and tools currently available to grow, protect, and enhance their wealth.Mark Sherwin, the founder of Sage Capital Concepts, has been in the financial industry for over 25 years and formed Sage Capital Concepts in 2001. Mr. Sherwin attended the University of Florida, Eckerd College, and Albert Ludwigs Universitat in Freiburg, Germany, earning a BA in International Business and a BA in German. He has held Series 7, Series 24, Series 65, and 214 licenses.Mr. Sherwin: ● Has participated as a faculty member for The Florida Symposium for Financial Planning Professionals hosted by the Financial Planning Association of Tampa Bay.● Has designed multiple courses on advanced tax reduction strategies approved by The Florida Bar to offer Continuing Legal Education to attorneys practicing in Florida.● Has designed multiple courses on advanced tax reduction strategies approved by The Florida Department of Business and Professional Regulation to offer Continuing Professional Education to Certified Public Accountants practicing in Florida.● Is a Fox Business News Contributor● Is an active member of The Financial Planning Association and the Downtown Tampa Rotary Club.● Mark Sherwin is a contributor to an upcoming book with Shark Tank’s Kevin Harrington titled “New Wealth Principals.”