Client Login

Season’s Greetings From SageVest Wealth Management

Dec 18, 2017 | Giving

Cocoa and cookies and mittens are seasonal greetings from SageVest Wealth Management

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.

Sitar Arts Center of DC

As many of you know, SageVest Wealth Management is a strong supporter of the Sitar Arts Center in Washington, DC. Sitar offers a wide range of music, drama, art, writing, and other creative programs for students from Washington, DC, many of whom are from low-income households. Each year, we commission a piece of artwork from a Sitar Arts Center program participant to feature as our annual e-card. Click to view the SageVest Wealth Management Holiday Card 2017.

SageVest’s ‘Holiday Contribution’ Survey

In addition to our support of Sitar Arts Center, SageVest also directs monetary donations to other charities, based upon feedback from our annual ‘Holiday Contribution’ survey. This year’s winners are as follows:

First Place – The Women’s Center

The runaway winner in this year’s SageVest holiday survey is The Women’s Center. With locations in Vienna, VA, and Washington, DC, The Women’s Center provides low-cost and no-cost mental health counselling, classes and workshops, and community resource liaison to more than 4,000 women, men, children, and families each year. The Women’s Center also provides one of the DC Metro area’s most prestigious training programs for mental health professionals.

Second Place – Second Story (formerly Alternative House)

Second Story transforms the lives of children and youth by providing shelter, counselling, and community support programs to children, teens, at-risk individuals, young parents, homeless youth, and families throughout the Washington, DC area. Founded as Alternative House in 1972, Second Story programs help young people overcome trauma, homelessness, and other life challenges and navigate a path towards empowered adulthood.

Third Place – Bread For The City

Bread For The City is a front-line agency, serving low-income residents of Washington, DC. Its mission is to reduce the burden of poverty for individuals and families through the provision of comprehensive, coordinated support initiatives. These include emergency provision of food, clothing, and medical care, as well as legal, social, and advocacy services to help DC residents survive, thrive, and grow.

Prepared by SageVest Wealth Management. Copyright .
Standard Disclosure

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.

The provision of a link to any third party website does not mean that SageVest endorses that website. If you visit any website via a link provided here, you do so at your own risk and indemnify SageVest from any loss or damage incurred.

Make a wise investment in your future today.