When it comes to investment management and financial planning, SageVest Wealth Management shares our clients’ values of integrity, diligence, and trust. As an independent, fee-only, fiduciary advisor, we accept no commissions or incentives: our clients are secure in the knowledge that their best interests are firmly at the center of any recommendations that we make.
It’s always an honor to be recognized for our commitment to exceptional wealth and investment management and to the highest caliber of customized, comprehensive financial planning services.
We are pleased to announce that, for a third consecutive season, Jennifer Myers has been recognized by The Washingtonian Magazine as a Top Fee-Only Financial Advisor for the Washington, DC Metro area.
To determine recipients of this award, The Washingtonian distributed surveys to hundreds of local financial experts, asking: Whom would you trust with your money? The magazine also did their own research, interviewing financial experts, and consulting industry publications. Only those professionals who received the strongest recommendations from all sources are included in this prestigious listing. Click here for more information.
We are delighted that the services SageVest Wealth Management renders on your behalf have been acknowledged yet again, and we invite you to share this exciting news with others who may benefit from our expertise.
Prepared by SageVest Wealth Management. Copyright 2016.
The information contained herein is obtained from sources believed to be reliable, but its accuracy or completeness is not guaranteed. This article is for informational purposes only. The views expressed are those of SageVest Wealth Management and should not be construed as investment advice. All expressions of opinions are subject to change and past performance is no guarantee of future results. SageVest Wealth Management does not render legal, tax, or accounting services. Accordingly, you, your attorneys and your accountants are ultimately responsible for determining the legal, tax and accounting consequences of any suggestions offered herein.
In accordance with IRS CIRCULAR 230, we inform you that any U.S. Federal tax advice contained in this communication (including attachments) is not intended or written to be used, and cannot be used by a taxpayer, for the purpose of (a) avoiding penalties under the Internal Revenue Code or that may otherwise be imposed on the taxpayer by any government taxing authority or agency, or (b) promoting, marketing or recommending to another party any transaction or matter addressed herein.
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