SageMint Wealth

Anh, Ray, and Ponja recently had a fantastic time at the LPL Focus conference in San Diego! 🌴☀️

It’s always energizing to reconnect with LPL colleagues from across the country, exchange ideas, and hear what other leaders in the industry are thinking about.💡💭

This year was especially memorable. Anh joined two panels: one focused on AI 🤖 and another on LGBTQ+ clients 🏳️‍🌈 while Ray also took the stage for his second panel discussion. 🎤

One of the highlights was hearing from keynote speaker Jesse Cole, founder of The Savannah Bananas, who shared his approach to creating “raving fans,” not just clients. 🍌⚾ It was a fun and powerful reminder that an exceptional experience can make all the difference.

Now that we’re back in the office, we’re excited to put what we learned into practice and continue finding new ways to elevate the experience we provide for our clients. 🌱✨

Thank you to LPL Financial for another outstanding Focus conference and for creating so many opportunities to connect, learn, and share ideas. 👏🏼

Wealth is at its best when it creates possibilities. 🌿

It can mean enjoying what you've built, supporting the next generation, giving to causes you care about, or pursuing a dream you've put off for years.

At SageMint Wealth, we help you use your resources with intention, so your wealth reflects what matters most to you. 💚

Read our latest article to discover the values that guide our approach. 👇
https://sagemintwealth.com/what-are-sagemint-wealth-values/

At SageMint Wealth, we believe the best financial decisions are built over decades, not made in a single meeting. That's why we focus on relationships that grow over time. 🌱

By understanding your values, goals, and vision for the future, we can provide advice that evolves with you and supports the life you're building. 🎯

Read our latest article to learn about the five values that guide how we work with you. 👇
https://sagemintwealth.com/what-are-sagemint-wealth-values/

🤝 At SageMint Wealth, we believe true wealth exists at the intersection of living well and doing good.

A strong financial foundation gives you the freedom to be present for your family, support your community, and navigate life's changes with greater confidence. 🌱

When your finances support your values, there's more room for the people, experiences, and causes that matter most. Read the full article to learn what living well and doing good can look like for you. 👇
https://sagemintwealth.com/what-does-live-well-do-good-mean/

🌿 At SageMint Wealth, we believe your money should support the life you want to live.

Whether you're selling a business, receiving an inheritance, changing careers, or preparing for retirement, thoughtful planning creates the flexibility to navigate life's biggest transitions with confidence. 💚

True wealth means having the freedom to focus on what matters most, whether that's family, meaningful work, new experiences, or giving back. ✨

Read the full article to learn what "Live Well, Do Good" means at SageMint Wealth. 👇
https://sagemintwealth.com/what-does-live-well-do-good-mean/

✨ Congratulations to SageMint Wealth's Anh Tran on being named to the 2026 AdvisorHub 400 Advisors to Watch Under $1 Billion! 🎉

This recognition celebrates advisors and their teams who are growing thoughtfully while continuing to provide the exceptional service their clients know and trust. 🌿

It's an honor that reflects the dedication, care, and intention Anh brings to every client relationship — qualities that are at the heart of SageMint's commitment to helping clients live well and do good. 💚

Congratulations to Anh and to all of this year's outstanding honorees! 👏

See the full list here: https://www.advisorhub.com/advisors-to-watch-under-1b-2026/