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Awards
AdvisorHub: Top 250 RIAs to Watch 2025

AdvisorHub: Top 250 RIAs to Watch 2025

SageVest Wealth Management is proud to announce that Dan Serra, CFP®, has been recognized by AdvisorHub as one of the Top 250 RIAs to Watch in 2025. We are thrilled that Dan’s delivery of exceptional service to...

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Washingtonian Top Financial Advisor 2025

Washingtonian Top Financial Advisor 2025

SageVest Wealth Management is proud to announce that Jennifer Myers, CFP®, has been recognized by Washingtonian Magazine as a Top Financial Advisor for 2025.  This is the ninth time Jennifer has received this...

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Washingtonian Top Financial Advisor 2024

Washingtonian Top Financial Advisor 2024

SageVest Wealth Management is proud to announce that Jennifer Myers, CFP®, has been recognized by Washingtonian Magazine as a Top Financial Advisor for 2024.  This is the eighth time Jennifer has received this...

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Washingtonian Top Wealth Adviser Hall of Fame

Washingtonian Top Wealth Adviser Hall of Fame

SageVest Wealth Management is extremely proud to announce that Jennifer Myers, CFP® has earned a place in Washingtonian’s Top Wealth Adviser Hall of Fame.  Jennifer’s mission for SageVest is to help individuals and...

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