Phoenix-based SagePoint Financial (SagePoint), a financial services firm with more than 1,900 advisors nationwide, today announced that it has added $240 million in combined assets under advisement (AUA) to its growing network of affiliates. Representing $61 million in AUA, both Droeg Financial Services and Kranenburg Accounting and Tax Service have joined SagePoint while existing SagePoint affiliates Veritas Wealth Management, Bluegrass Wealth Management and Midwest Financial Advisors have each recruited individual advisors with a combined $179 million in AUA.
Droeg Financial Services, located in Mesa, AZ, provides full-service financial services and products to individuals and business owners. The firm joins SagePoint with over $43 million in AUA and specializes in insurance and annuities, tax management, investment management, retirement strategies and estate conservation.
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