Secure your future.
Elevate your potential.
Secure your future.
Elevate your potential.
True wealth management encompasses all of your financial goals and decisions.
As fee-only fiduciary advisors, we always work in your best interest.
Investment Management
Focused on growing and preserving your wealth, with tax optimized strategies.
Wealth Management
Join your investment and financial decisions in pursuit of your personal goals.
Financial Planning
Clear recommendations that translate into effective real-life solutions.
ADVICE FOR ALL STAGES OF LIFE
ADVICE FOR ALL
STAGES OF LIFE
Individuals
Couples
Families
Women
Business Owners
Retirees
Federal Employees
TOP RANKED FINANCIAL ADVISOR*
Washingtonian
Northern Virginia Magazine
Five Star Professionals
Advisory HQ
Latest Financial Tips from Our Team
2024 Year-End Financial Moves
As year-end approaches, it’s a good time to ensure you’re positioned to maximize your financial benefits and tax opportunities. This frequently requires taking action before year-end. We’ve compiled a list of top financial moves to make and questions to consider...
Before You Donate, Do Your Research
As year-end and the holidays approach, many people are eager to make monetary donations. While it’s always been essential to research any charity prior to donating, the profusion of online donation platforms, such as GoFundMe, makes it even more important to practice...
Jennifer Myers and Dan Serra Recognized as Five Star Wealth Managers 2024
SageVest Wealth Management is proud to announce that Jennifer Myers and Dan Serra have received the Five Star Wealth Manager Award for the Washington, DC area for 2024. This is Jennifer’s eleventh and Dan’s fourth time receiving this recognition. Five Star...
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