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
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Families
Women
Business Owners
Retirees
Federal Employees
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Latest Financial Tips from Our Team
Jennifer Myers and Dan Serra Recognized as Five Star Wealth Managers 2025
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 2025. This is Jennifer’s twelfth and Dan’s fifth time receiving this recognition. Five Star Professional...
New Second and Luxury Home “Taylor Swift” Property Taxes
Second homes can offer enjoyment and escape. However, they also generate higher expenses. New property taxes are adding another layer of expenses for second and luxury homes in various locations. These were recently nicknamed the “Taylor Swift property tax” after...
A Resilient Q3 2025: Market Returns Defy Uncertainty
Stocks continued their ascent, setting new all-time highs. U.S. stocks regained strength relative to international stocks, including a dramatic surge in small-cap stocks performance. Bonds and mortgage rates benefited from falling interest rates. A Rollercoaster...