At SageVest Wealth Management, the financial success of our clients is our number one priority. Our repeatedly recognized investment management and financial planning services are personalized to reflect your specific needs, as an individual, a family, or business owner. We place great importance on establishing a relationship with you, our client, always placing your best interests at the forefront of our recommendations.
We are proud that this dedication to clients is consistently recognized by professional organizations and are excited to announce that Jennifer Myers, President of SageVest Wealth Management, has received her sixth Five Star Professional Top Wealth Manager award for the Washington, DC area for 2019.
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.