With 25 years of experience in the financial industry, Jennifer E. Myers, CFP®, works with clients to help them fulfill their life and family goals while translating complex financial matters into understandable, manageable, and successful strategies. She maintains close working relationships with clients to ensure that investment portfolios and broader financial objectives remain appropriately aligned.
SageVest Wealth Management is proud that Jennifer’s commitment to clients is consistently recognized by professional organizations, and is thrilled to announce that she has received her eighth Five Star Wealth Manager Award for the Washington, DC area for 2021.
Five Star Professional is an organization dedicated to recognizing professional excellence in wealth management and other service sectors across the US. To receive a Five Star Wealth Manager award, an advisor must meet 10 eligibility and evaluation criteria, and pass a thorough regulatory review. Most importantly, they must provide quality wealth management services to their clients.
If you’re looking for a top-ranked, fee only advisor who can offer comprehensive, personalized financial services, we invite you to contact us to learn more about our true wealth management approach. For more information on the nomination, selection and award process utilized by Five Star Professional, please click here.
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