Mahesh Desai

We provide financial services for a wide range of clients, mainly in the greater  Houston areas. As independent financial advisors, we are not tied to a specific company's products and SagePoint Financial, Inc. does not offer proprietary products. As such, we can offer a wide range of products and services from industry leading companies in order to find the best fit for the needs of our clients. Our clients include a wide range of businesses, individuals and corporations.  No matter your income level or specific situation we can provide advice and guidance to help you pursue your goals.

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We listen carefully to know and understand your financial situation and provide you with the highest quality information, services, and products to help you follow a path to your goals. Our advice is always given with the backdrop that under the same facts, we will advise the same course of action to you as we would take for ourselves.
 

• Tax Planning and Management

• Investment management

• Retirement strategies

• Estate conservation

• Trust services

• Insurance 

• Retirement Income

• Business Continuation and Asset Protection through Insurance

Contact us today to see how we can help you!