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.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
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.Read More
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.Read More
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 supportRead More
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
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.Read More
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.Read More
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.Read More
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!Read More