National Family Wellness Month (May 7, 2018)

May marks #National Family Wellness Month, a time to focus on health and well-being together by getting active after the long winter, eating right, and thinking positive.

As a top-ranked investment and wealth manager in the DC area, we think that your family’s sense of wellbeing should also extend to your finances. A strong financial foundation fosters confidence, security, and peace of mind, supporting a healthy and happy lifestyle for you and those you care about. Here are some tips to ensure financial wellness for the whole family.

Read More

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.

Read More

Season’s Greetings From SageVest (Dec 18, 2017)

SageVest is dedicated to helping connect you with your wealth in meaningful ways. The holiday season provides the perfect opportunity to focus on what matters most to you and your loved ones, whether it’s gift giving to family and friends, or planned year-end philanthropy.

We too choose this special time of year to appreciate those who matter, and to direct our company’s philanthropic giving. First, we extend our best wishes for a safe, healthy, and joyful festive season for all of our clients, their families, our professional allies, and others. Furthermore, we’re pleased to announce the results of our ‘Holiday Contribution’ survey and the worthy causes that will receive our financial support this year-end.

Read More

10 Unique, Memorable, and Financially Responsible Holiday Gift Ideas (Dec 4, 2017)

The holiday season is almost upon us, bringing a time of joy and togetherness – as well as the common need to come up with memorable gift ideas for those we care about! Yet finding unique, memorable, and financially responsible holiday gifts can be challenging.

This holiday season, we offer a number of thoughtful holiday gift ideas that are designed to create enjoyment, support your family values, and create lasting memories, without forcing you to become a holiday over-spender.

Read More

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.

Read More

Jennifer Myers – A NoVA Top Financial Professional (Aug 28, 2017)

As our clients know, SageVest Wealth Management takes pride in connecting you with your wealth in impactful and meaningful ways. Our team of advisors provides personalized, comprehensive financial advisory and investment management services to individuals, families, and business owners across Northern Virginia, Maryland, and the Greater Washington, DC area.

It’s fitting, therefore, that Jennifer Myers was again recognized this year as a Top Financial Professional in the Northern Virginia area.

Read More

SageVest Season’s Greetings, Gratitude And Gifts (Dec 20, 2016)

The holiday season brings a host of opportunities to use your wealth in meaningful ways, as you focus on loved ones, share festive wishes with those near and far, and consider year-end giving objectives.

SageVest chooses the holiday season to extend our best wishes for your health, wealth, and happiness throughout the festive season and into the New Year. We also choose this special time of year to direct our company’s philanthropic endeavors. This year, in addition to our traditional charitable partnership, SageVest asked for your input in selecting other deserving organizations in need of our support

Read More

How To Be A Philanthropist (Dec 8, 2016)

For many people, one of the greatest joys that wealth can bring is the opportunity to give to a charitable cause that reflects your personal values, individual beliefs, or life experiences.

In support of your giving goals, here’s a quick list of tips to enhance the value of your charitable gifts, both during the upcoming giving season and throughout the year.

Read More

Choosing Wisely, Giving Sagely (Dec 8, 2015)

With the holidays approaching, we give thanks for our blessings and our thoughts turn to helping the individuals and causes we care most about.

SageVest can be an active partner in helping you define thoughtful giving strategies. To strengthen this objective, we recently hosted Eileen Ellsworth, President of the Community Foundation for Northern Virginia. Eileen discussed the benefits of giving, common questions to consider when choosing a charitable organization, and she offered some useful insights on how to enhance your giving experience and the impact your gifts can make.

Read More

Family Gifting Considerations (Oct 16, 2015)

A common objective within families is sharing wealth with family members and loved ones. Sometimes it’s a desire to do so, carefully planned and executed. Sometimes, it’s an unexpected need.

Whatever the circumstances, there are many ways to maximize your giving potential. Jennifer presented a recent session at McLean Community Center on how to balance family priorities and values, tax strategies, estate provisions, and other considerations, to help create financial security for you and subsequent generations, both now and in the future.

Read More