As if financial decisions aren’t challenging enough during lifetime, they can sometimes grow even more complicated at death. This is particularly true when relationships emerge later in life and if you’re part of a blended family. Estate planning for blended families is complicated, but it’s not insurmountable. Here’s where to begin and what you need to know.Read More
SageVest Wealth Management takes a highly personalized, proactive approach towards your finances. We seamlessly integrate all aspects of your wealth management into a coordinated, comprehensive financial plan that supports your personal and life goals. We’re delighted that this true wealth management approach has been recognized with a new top financial advisor award. For 2019, SageVest Wealth Management is ranked as one of the best financial advisors in the Tri-State (DC, MD, and VA) area.Read More
Many of us are experiencing life for longer. It’s increasingly common to live 20-30 years in retirement. More of us are also experiencing a single lifestyle, either as a deliberate life choice, or as a result of divorce, widowhood, or simply relocating away from family and friends. In response to these population changes and other factors, Charles Schwab recently implemented a trusted contact option. This is an important part of your financial plan, and SageVest Wealth Management has now also adopted this approach. Below, we discuss what a trusted contact is, and why everyone needs a trusted contact.Read More
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.Read More
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.Read More
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.Read More
Thoughtful and open discussions about money are a vital, yet often overlooked, aspect of your financial planning. Talking about money with loved ones can fulfill a variety of purposes, depending on who you’re talking to, and what you’re discussing; from establishing a strong financial education in youngsters, to defining your intentions beyond your lifetime for future generations.Read More
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
October is Financial Planning month, making now a great time to think about your financial preparedness and well-being. Money isn’t everything in life, but it certainly helps to achieve security and to open opportunities for you and your family.
Personal finance can be complex, especially as your wealth grows. Each of your decisions must support the next, and align with your life goals. The following financial planning checklist will help you identify which financial topics you’ve got covered, and areas where we can help you to achieve your wealth and life objectives.Read More
Life insurance can play an important part in your long-term financial planning. It’s one of the simplest ways to protect your assets and transfer your wealth. More importantly, it supports the future financial well-being of those you care about, providing you with peace of mind.
However, calculating how much life insurance you need and knowing what type of life insurance policy is right for you can prove confusing. SageVest Wealth Management offers insights about how to determine the best life insurance elections in support of both your lifetime goals and the future security of your loved ones.Read More