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.Read More
We are honored to announce that Jennifer Myers was recently recognized by Washingtonian Magazine as a Top Wealth Advisor for 2019. This is the fifth time Jennifer has been recognized by the Washingtonian for her wealth management initiatives.Read More
SageVest Wealth Management is consistently ranked as a top wealth manager in the Washington, DC area. Our clients recognize the benefits of working with a financial advisor firm that blends customized investment management and comprehensive financial planning into a cohesive approach towards personal financial success. We’re pleased to announce that our commitment to our clients has again been recognized with a DC Top Wealth Manager award for 2018.Read More
The SageVest Wealth Management team provides comprehensive and customized investment management and financial planning services to individuals, families, business owners, and others throughout the Greater Washington, DC, area. While our services are broad in scope, our results are in-depth, coordinated, and tailored to your unique wealth management needs.
We are proud to announce that SageVest President, Jennifer Myers, was once again named as a Top Wealth Advisor for the Washington, DC Metro area.Read More
Receiving an inheritance is generally a time of mixed emotions. The potential of the financial legacy to improve your lifestyle is typically tempered by grief over the loss of someone near and dear.
You can honor your loved one through careful stewardship of the inheritance. There are multiple factors to consider when deciding how best to invest your windfall. Take your time to make reasoned and logical decisions that support your long-term life goals, including retirement. Jennifer Myers, President of SageVest Wealth Management, recently discussed how personal investment tolerance and the size and nature of the inheritance can impact these important decisions, in US News & World Report’s article: ‘How To Invest An Inheritance For A Comfortable Retirement‘.Read More
When it comes to wealth management, SageVest combines breadth of experience and depth of knowledge with principles like integrity, trust, and attention to detail.
It’s gratifying when these qualities are recognized by others.
We are pleased to announce that Jennifer Myers of SageVest Wealth Management is the recent recipient of the following award for the Northern Virginia region.Read More
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 servicesRead More
Our lives are increasingly governed by technology. Its reach spans every aspect of our daily lives, both professional and personal. This includes our finances.
For young adults, adept with technology, with often simplistic financial planning requirements, and generally without the assets to meet financial advisor minimums, online investment tools may fulfill their needs – at least for the present. For many other people, however, these so-called ‘robo-advisors’ have considerable limitations. SageVest Wealth Management’s Jennifer Myers was recently featured on NPR’s Marketplace, discussing the importance of the human aspect of financial and investment advice as part of a true wealth management approach.Read More
SageVest Wealth Management understands the importance of working with a trusted advisor; someone with a wealth of experience and knowledge who can help guide your important financial decisions in support of your broader life objectives.
We are pleased to announce that Jennifer Myers was recently recognized by two publications for her contribution to investment and financial planning services in the Washington, DC Metro area.Read More
Living together without the union of marriage is increasingly common, among both younger and older couples. For many, living blissfully without the complications of marriage, tax penalties and more is ideal. It certainly reduces life complexities in many ways. However, as with just about everything in life, there are pros and cons to consider.
Before you and your loved one decide to take the plunge and move in together, it’s important to discuss the financial fundamentals of cohabiting. SageVest Wealth Management’s own Jennifer Myers was recently quoted in an article from US News and World Report, addressing some of the money issues that non-married couples should consider: ‘Financial Mistakes Couples Make When They Move In Together‘.Read More