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

SageVest Wealth Management 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.

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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, SageVest Wealth Management offers 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.

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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 Wealth Management 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

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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.

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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 Wealth Management 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.

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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 Myers of SageVest Wealth Management 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.

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Enriching Your Life: Your Relationship With Money (Jun 26, 2015)

Money is a valuable resource that can improve our quality of life and help us to accomplish our life goals. Fostering a healthy outlook towards money is an important aspect of achieving a more positive life balance. As part of our educational Speaker Series, SageVest Wealth Management recently hosted renowned author, speaker and money coach, Olivia Mellan. Olivia shared expert advice about factors that influence how we connect with our wealth, and the importance of having a trusted financial advisor like SageVest Wealth Management to help achieve money harmony.

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The Making Of World Champions (Apr 21, 2015)

Giving Sagely – An Occasional Series from SageVest Wealth Management Highlighting Charitable Causes

Henry Wadsworth Longfellow said: “The life of a man consists not in seeing visions and in dreaming dreams, but in active charity and in willing service.”

But what happens when you combine “dreaming dreams” with “active charity”? The answer is: World Champions!

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How Grandparents Can Help Grandchildren With College Costs (Sep 5, 2014)

As the cost of a college education continues to climb, many grandparents are stepping in to help. This trend is expected to accelerate as baby boomers, many of whom went to college, become grandparents and start gifting what’s predicted to be trillions of dollars over the coming decades.

Helping to pay for a grandchild’s college education can bring great personal satisfaction and is a smart way for grandparents to pass on wealth without having to pay gift and estate taxes. So what are some ways to accomplish this goal?

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