SageVest Wealth Management Menu Of Services (Jan 15, 2019)

Reviewing your finances regularly helps to ensure that all your money decisions remain aligned, both with each other and with your broader life and wealth goals. If you have finance-related questions, SageVest Wealth Management is a valuable resource. Our menu of services is extensive and we can help with a wide range of wealth considerations for you and your loved ones. 

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2019 Financial New Year’s Resolutions (Dec 27, 2018)

The New Year offers the chance for a fresh outlook on life and a new beginning. Setting financial New Year’s resolutions can help you kick off the year on a strong footing, relative to your personal goals, career objectives, family priorities, health and wellbeing, lifetime dreams, and more. SageVest Wealth Management offers our top ten 2019 financial New Year resolutions to help you enjoy a happy, healthy, and wealthy New Year.

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Jennifer Myers Is A DC Top Wealth Manager For 2018 (Oct 26, 2018)

SageVest Wealth Management is consistently ranked as a top wealth manager in the Washington, DC area. Our clients recognize the benefits of working with a financial advisor firm that blends customized investment management and comprehensive financial planning into a cohesive approach towards personal financial success. We’re pleased to announce that our commitment to our clients has again been recognized with a DC Top Wealth Manager award for 2018.

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Northern Virginia Top Financial Professional Award 2018 (Aug 23, 2018)

SageVest Wealth Management is an independent, fee only financial advisor. We work with individuals, families, business owners and others, helping each of our clients to make smart financial decisions in support of their unique wealth objectives. As a fiduciary advisor, our clients know that their best interests always remain central to our recommendations.

We’re thrilled that this commitment to excellence in wealth management has again been recognized with a Northern Virginia Top Financial Professional award for 2018.

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Finding The Perfect Summer Job Or Internship (May 17, 2018)

Often, a combination of schoolwork and extra-curricular activities can make it challenging for your kids to work during the school year. However, as summer approaches, now’s a perfect time for your teen and/or college student to pick up a summer job or internship opportunity. The benefits include increased confidence, greater employability, and of course, an income. SageVest Wealth Management offers some tips on finding the perfect summer job or internship, courtesy of our sister site, SageVest Kids.

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What To Do Before Leaving Your Job (Jan 8, 2018)

There are many reasons why you might be considering looking for a new job. Maybe you’re seeking more responsibility – or less. Perhaps your job is no longer rewarding – monetarily or otherwise. You might be relocating, changing careers entirely, or have had the unfortunate experience of losing a job. Whatever the reason, there are many financial factors to consider before you make a career move. Planning ahead can help ease the transition into your new job, and help secure your finances for your immediate and longer term future.

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6 New Year Resolutions For Business And Career Success (Dec 29, 2017)

Everyone aspires to succeed. While some people get lucky, for most of us, success is due to thinking ahead, smart decisions, and hard work. Growth in your career or business is also fundamental to a stronger financial future, for yourself and your family.

SageVest Wealth Management’s New Year resolutions for business and career success will help you strive towards new heights in your business, career, and personal life.

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Washingtonian Top Fee-Only Financial Planner In The DC Area (Dec 21, 2017)

2017 marks 10 years since Jennifer Myers first founded SageVest Wealth Management as an independent, fee-only financial planner in the Washington, DC area. Throughout the last decade, our firm has remained committed to delivering excellence in investment and financial planning services to individuals, families, and business owners throughout Virginia, Maryland, and the wider DC Metropolitan region.

We’re always honored to receive recognition for the exceptional level and breadth of knowledge, experience, and service that we render for our clients.

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The Post-9/11 GI Bill (Nov 8, 2017)

The original GI Bill of 1944 helped WWII Veterans return to civilian life, providing a range of benefits, including academic and vocational funding. It was so successful that similar measures were adopted for subsequent Veterans. The most recent of these is the Post-9/11 GI Bill, which includes up to 36 months of educational benefits to eligible service personnel and, uniquely, to your dependents – if you plan ahead.

As part of SageVest Wealth Management’s commitment to America’s military families, we consider current provisions of the Post-9/11 GI Bill, plus recent legislative updates, as they relate to your broader wealth planning.

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Top Wealth Manager Award For SageVest’s Jennifer Myers (Oct 23, 2017)

At SageVest Wealth Management, we offer a highly personalized approach to wealth management, one where our focus is always on you. We get to know you and your family, and as a fee-only fiduciary, always place your best interests first. Furthermore, as a woman-owned investment management firm, we’re particularly attuned to the complexities of financial planning for women, families, and multiple generations.

We’re delighted that our dedication to exceptional personalized planning and investment advice has again been formally recognized.

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