Questions To Ask When Researching A Charity (Nov 28, 2018)

Wealth brings with it a multitude of opportunities. For many clients, this includes the ability to give back. SageVest Wealth Management always recommends researching a charity carefully before making a donation, and especially when adding it to your longer term philanthropic plans. Research helps ensure that your gift is used in a meaningful and impactful way. Here’s a quick list of questions to consider when researching a charity.

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Fun Financial Board Games For Kids, Tweens, And Teens (Nov 14, 2018)

SageVest Wealth Management is a top-ranked, fee-only financial advisory firm with a family focus. Our financial literacy site, SageVest Kids, offers parents a wealth of resources to teach kids about money, including financial activities by age.

As the holiday season approaches, if you’re looking for something more, consider giving your kids the gift of financial education and entertainment, with one of these fun financial board games for kids, tweens, and teens.

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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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How To Maximize Charitable Giving After Tax Reform (Aug 20, 2018)

The recent Tax Cut and Jobs Act was the biggest overhaul of US tax legislation in decades. SageVest Wealth Management has been proactive in advising you on how the sweeping tax reforms may impact your investments and your wealth. We’ve focused on both the intended and unintended consequences to individuals, families, and businesses. Here, we provide some insights on tax reform and charitable giving, including strategies to maximize the value of your future charitable giving.

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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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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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