Sagemark Private Wealth Services
440 W. Front St., Suite One
Traverse City, MI 49684
231.668.4147
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Erik Gruber

Member – Sagemark Consulting Private Wealth Services**

Phone

231.668.4147

Email Address

erik@sagemark360.com

“What is better than family?”

“Nothing!”

This is our family mantra and we live it well. Yes, Lisa and our kids, and also lots of aunts, uncles and cousins. We have so much fun together. I grew up in Cincinnati around a large extended family and that has made a huge impact on my life. Lisa and I love to host our families throughout the year when they come to visit. We have twin girls and three boys ages 13 to 5 years old, and their favorite thing in the world is spending time with their cousins.

Lisa and I started visiting Traverse City and Lake Leelanau in the mid-1990’s and moved here in 2004. We both grew up in Cincinnati, Ohio and met at Ohio University. We diverted from the traditional path for a couple years by joining the Peace Corps and serving in the Dominican Republic. While in the D.R. the life style we led (away from big city life, close to nature) made us realize how much we wanted to establish a life here in Traverse City.

With the help of my father, we started Blueprint Partners (formerly branded Sagemark Consulting) in Traverse City on July 1, 2006. I’m indebted to my dad for many things, one of which was driving up here from Cincinnati every month for 2+ years and staying for days at a time to help me get my business off the ground. He was instrumental.

Our business has led to many friendships. We have a lot of fun, and it is extremely interesting. Our business model is unique too. Clients pay a fee for advice and consulting instead of having to buy financial products or have money managed, which is a predominant practice in the rest of the industry. We pride ourselves on being direct with advice, being transparent and always following through. Since 2006, we have worked closely with 120+ business owner families and their existing advisors.

I am a firm believer that the joys and beauty of life should be enjoyed today and not put off. No matter the season you will find me and Lisa and the kids at the beach, by the fire pit and generally outside whenever possible. Now that all of the kids ski, we do that as a family too. I feel tremendously blessed in my family life and to live and work in this amazing and beautiful ‘up North’ community.

Erik Gruber is a registered representative of Lincoln Financial Advisors Corp. Securities offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and an insurance agency. Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors Corp., a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. CRN-2588218-061219