Hey there, we’re SageMint Wealth.
SageMint Wealth is a wealth management firm for high-net-worth individuals, families, and business owners that is committed to growing wealth and investing in a better world.
Our Mission
For all of life’s biggest milestones and decisions, we want to be your first call. Our goal is to alleviate stress, create stability, and provide the guidance you need to create the future you want for yourself, your family, and the world.
This is our story.
SageMint Wealth is a Southern California-based wealth management firm for high-net-worth individuals, families, and business owners with a passion for supporting women, the LGBTQ+ community, and individuals in the technology space. It all began back in 2016 when Anh Tran CFP®, Esq. joined forces with the accomplished industry leaders at JanHobbs Financial Group to form a new firm that would bring a fresh modern approach to traditional wealth management. From there, SageMint Wealth was born. Our name embodies our vision of being your life-long financial partner who will equip you with the knowledge and financial resources you need to grow your wealth and invest in a better future for you, your family, and the world.
Sage: possession of wisdom, judgment, and experience.
Mint: innovation, wealth, and where money is made.
We are independent.
Being independent means that SageMint Wealth is free to associate with any broker/dealer we desire. Because we do not offer any proprietary products, we are free to recommend a vast array of solutions that support your needs. Our financial professionals are affiliated with LPL Financial which provides us with access to comprehensive financial research and the ability to provide objective financial guidance and cutting-edge technology to our clients. LPL Financial is the nation’s largest independent broker/dealer*. Their impeccable reputation, the strength of their research team and their dedication to client support is why we have maintained our affiliation for the past 30 years. Our team consistently ranks in the top 1% of the firm’s financial advisors nationwide**.
More About LPL Financial**Achievement is based on annual production among LPL Advisors only.
