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Terms of Use

1) Acceptance Of The Use Of SageVest Wealth Management Terms and Conditions
Your access to, and use of, the SageVest Wealth Management Website is subject exclusively to these Terms and Conditions. You will not use the Website for any purpose that is unlawful or prohibited by these Terms and Conditions. By using the Website you are fully accepting the terms, conditions and disclaimers contained in this notice. If you do not accept these Terms and Conditions, you must immediately stop using the Website.

2) Credit Card Details
SageVest Wealth Management will never ask for your credit card details and we advise our customers not to enter their credit cards details on the SageVest Wealth Management Website or by submitting such details in any other form.

3) Legal Advice
The contents of the SageVest Wealth Management Website do not constitute advice and should not be relied upon in making or refraining from making, any decision. All material contained on the SageVest Wealth Management Website is provided without any warranty of any kind. You use the material on the SageVest Wealth Management Website at your own discretion.

4) Change Of Use
SageVest Wealth Management reserves the right to:

4.1 – Change or remove (temporarily or permanently) the Website, or any part of it, without notice, and you confirm that SageVest Wealth Management shall not be liable to you for any such change or removal; and,

4.2 – Change these Terms and Conditions at any time, and your continued use of the Website following any changes shall be deemed to be your acceptance of such change.

5) Links To Third Party Websites
The SageVest Wealth Management Website may include links to third party websites that are controlled and maintained by others.

5.1 Any link to other websites is not an endorsement of such websites and you acknowledge and agree that we are not responsible for the content or availability of any such sites.

5.2 If you visit any website via a link provided, you do so at your own risk and indemnify SageVest Wealth Management from any loss or damage incurred.

6) Links From Third Party Websites

Any party wishing to link to this website is entitled to do so, provided that the following conditions are observed:

6.1 You do not seek to imply that we are endorsing the services or products of another party, unless this has been agreed upon with us in writing in advance;

6.2 You do not misrepresent your relationship with our company or this Website; and,

6.3 The website from which you link to this Website does not contain offensive or otherwise controversial content, or content that infringes any intellectual property rights or other rights of a third party.

By linking to this Website in breach of these terms, you indemnify us from any loss or damage suffered as a result of such linking; and shall be held responsible for any loss or damage incurred by SageVest Wealth Management as  a result of such linking.

7) Copyright

7.1 – All copyright, trade marks, and all other intellectual property rights on the SageVest Wealth Management Website and its content (including, without limitation, the Website design, text, graphics and all software and source codes connected with the Website) are owned by or licensed to SageVest Wealth Management, or otherwise used by SageVest Wealth Management as permitted by law.

7.2 – In accessing the SageVest Wealth Management Website, you agree that you will access the content solely for your personal, non-commercial use. None of the content may be downloaded, copied, reproduced, transmitted, stored, sold or distributed without the prior written consent of the copyright holder. This excludes the downloading, copying and/or printing of pages of the Website for personal, non-commercial home use only.

8) Disclaimers And Limitation Of Liability

8.1 – The SageVest Wealth Management Website is provided on an AS IS and AS AVAILABLE basis without any representation or endorsement made and without warranty of any kind, whether express or implied, including but not limited to, the implied warranties of satisfactory quality, fitness for a particular purpose, non-infringement, compatibility, security, and accuracy.

8.2 – To the extent permitted by law, SageVest Wealth Management will not be liable for any indirect or consequential loss or damage whatever (including without limitation loss of business, opportunity, data, profits) arising out of or in connection with the use of the Website.

8.3 – SageVest Wealth Management makes no warranty that the functionality of the Website will be uninterrupted or error free, that defects will be corrected, or that the Website or the server that makes it available are free of viruses or anything else which may be harmful or destructive.

9) Indemnity
You agree to indemnify and hold SageVest Wealth Management and its employees and agents harmless from and against all liabilities, legal fees, damages, losses, costs and other expenses in relation to any claims or actions brought against SageVest Wealth Management arising out of any breach by you of these Terms and Conditions or other liabilities arising out of your use of this Website.

10) Survivability And Enforcement
If any of these Terms and Conditions should be determined to be invalid, illegal, or unenforceable for any reason by any court of competent jurisdiction, then such Term or Condition shall be severed and the remaining Terms and Conditions shall survive and remain in full force and effect and continue to be binding and enforceable.

11) Waiver
If you breach these Conditions of Use and we take no action, we will still be entitled to use our rights and remedies in any other situation where you breach these Conditions of Use.

12) Governing Law
These Terms and Conditions shall be governed by and construed in accordance with the law of the USA and you hereby submit to the exclusive jurisdiction of the USA courts.

13) Usage

This Website is intended for use within North America only.

14) Our Contact Details:
SageVest Wealth Management
1320 Old Chain Bridge Road
Suite 250
McLean, VA 22101 USA

For any further information, please Contact Us.

How We Help


Fiduciary Services: YES
Fee-Only Services: YES
Investment Minimum: $1 Million
Assets Managed: $300 Million

Make a wise investment in your future today.