Connecting You and Your Wealth

 

A Top Ranked Wealth Management Team

In the Washington D.C., Virginia, and Maryland Region

 

Five Star Professional Wealth Manager 2017 – Washington, DC Metro Area*

 

 

 

 

Northern Virginia Magazine Top  Financial Professional 2017 – NoVA*

 

 

 

 

Washingtonian Magazine Top Fee-Only Advisers 2016Washingtonian’s Top Money Advisor 2016*

 

 

 

 

Five Star 2016 - RecognitionFive Star Professional Wealth Manager 2016 – Washington, DC Metro Area*

 

 

 

 

NoVA Award 2016 - RecognitionNorthern Virginia Magazine Top  Financial Professional 2016 – NoVA*

 

 

 

 

 

Plaque - Five Star Professional Wealth Manager - Washington DC Metro Area 2015Five Star Professional Wealth Manager 2015 – Washington, DC Metro Area*

 

 

 

 

small_imgWashingtonian’s Top Money Advisor 2014*

 

 

 

 

Plaque - Northern Virginia Magazine Top Financial Professional 2015Northern Virginia Magazine Top Financial Professional 2015 – NoVA*

 

 

 

 

Plaque - Washingtonian Magazine Top Money Advisor 2012Washingtonian’s Top Money Advisor 2012*

 

 

 

 

Plaque - Five Star Professional Wealth Manager Washington DC Metro Area 2012Five Star Professional Wealth Manager 2012 – Washington, DC Metro Area*

 

 

 

 

 

* AWARD CRITERIA AND DISCLOSURES

Washingtonian Awards (multiple years)

Award recipients are selected by their peers.  The Washingtonian editorial team sends out a survey at random with its peer nomination.  Financial advisors who receive the most peer votes are listed in the award publication. 

Advisors do not pay a fee to be considered or awarded.  Advisors may purchase plaques and marketing materials after receiving an award.  SageVest participates in such options. 

Northern Virginia Magazine Awards (multiple years)

Award recipients are selected by their peers.  The Northern Virginia Magazine sends surveys to areas financial professionals asking them to nominate other experts to whom they would recommend friends and family who need financial planning advice.  Those in the list received the most nominations. 

Advisors do not pay a fee to be considered or awarded.  Advisors may purchase plaques and marketing materials after receiving an award.  SageVest participates in such options. 

Five Star Wealth Manager Awards (multiple years)

2017, 2016 & 2015 Five Star Wealth Manager Award – Washington DC
The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria:  1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Active as a credentialed professional in the financial services industry for a minimum of 5 years; 3. Favorable regulatory and complaint history review**; 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients; 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations.

Wealth managers do not pay a fee to be considered or awarded.  Once awarded, wealth managers may purchase additional profile ad space or promotional products.  SageVest has participated in such options.  The award methodology does not evaluate the quality of services provided and is not indicative of the winner’s future performance.

In 2017, 1,417 Washington DC wealth managers were considered for the award; 106 (13 percent of candidates) were named Five Star Wealth Managers.

In 2016, 1,665 Washington DC wealth managers were considered for the award; 208 (13 percent of candidates) were named Five Star Wealth Managers.

In 2015, 1,837 Washington DC wealth managers were considered for the award; 227 (13 percent of candidates) were named Five Star Wealth Managers.

In 2012, 449 Washington DC wealth managers were considered for the award; 97 (approximately 22 percent of the award candidates) were named Five Star Wealth Managers.

** As defined by Five Star Professional, the wealth manager has not: A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three customer complaints filed against them [settled or pending] with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; C. Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority; D. Filed for personal bankruptcy; E. Been convicted of a felony.