Investment market momentum has continued into 2024, giving a strong start to the year. A number of positive attributes, such as possible Fed rate cuts and a more optimistic outlook for manufacturing, could sustain growth. As always, there are risks ahead. However, the hot topic of elections isn’t necessarily one of them. https://lnkd.in/eAhfespn
SageVest Wealth Management
Financial Services
McLean, Virginia 71 followers
Make a wise investment in your future today.
About us
SageVest Wealth Management goes above and beyond in rendering proactive wealth management services. We act as your financial quarterback, interweaving the investment and financial facets of your life into a comprehensive plan that’s revisited on an ongoing basis. SageVest assists clients with all aspects of financial decisions such as investment positioning, income sourcing, retirement planning, charitable giving, asset protection, estate planning, tax optimization, business strategies, education funding, prenup and postnup protections, legacy planning and financial literacy for all ages. SageVest differentiates itself with highly personalized service and proactive advice. We know our clients well. Our advisors pride themselves on tailoring recommendations specific to your goals and helping you capture timely opportunities. The company’s team of advisors offers decades of experience and holds extensive credentials including CFP®, MBA, Accredited Investment Fiduciary, IRS Enrolled Agent, Certified Divorce Financial Analyst and more. The firm’s independent, fee-only and fiduciary structure, along with its caliber of service, give clients the depth, comfort and confidence they need to secure their financial future. We invite you to contact us at 703-992-7650 to learn more. Due to SEC regulations, we are unable to accept recommendations or endorsements on this page.
- Website
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http://www.sagevestwealth.com
External link for SageVest Wealth Management
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- McLean, Virginia
- Type
- Privately Held
- Specialties
- financial planning, wealth management, and investment management
Locations
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Primary
Get directions
1320 Old Chain Bridge Road Suite 250
McLean, Virginia 22101, US
Employees at SageVest Wealth Management
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Dan Serra, CFP®, MS, ADPA, EA
Senior Financial Advisor focused on your tax-efficient retirement, investments and estate planning. Specializations in financial planning for LGBT…
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Lisa Del Sordi
Financial Operations Associate @ SageVest Wealth | Account Services, Database Management, Notary
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Anthony Matteo, CFP®
Financial Advisor at SageVest Wealth Management
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Cathy Jaquette
Manager of Office Operations at SageVest Wealth Management
Updates
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Please join us for a complimentary Women’s Financial Literacy Event. This program is designed for women of all ages and stages of life. We will cover topics ranging from savings and investments to financial planning, property ownership, and retirement. For more information and to RSVP: https://lnkd.in/eUd95tRX or info@sagevestwealth.com.
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If you have life insurance coverage through your employer, you may not be adequately insured. Here’s what you need to know about supplemental group life insurance. https://lnkd.in/eQ-wmFFP #lifeinsurance
Supplemental Group Life Insurance
https://www.sagevestwealth.com
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Bitcoin is returning to the spotlight. Along with a general overview we share our thoughts about cryptocurrencies as an investment consideration. #bitcoinetf https://lnkd.in/e8vQwyDi
Attention Is Back on Bitcoin
https://www.sagevestwealth.com
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SageVest Wealth Management is proud to announce that Jennifer Myers, CFP®, has been recognized by Washingtonian Magazine as a Top Financial Advisor for 2024. https://lnkd.in/e8jWFY-M
Washingtonian Top Financial Advisor 2024
https://www.sagevestwealth.com
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Investors rejoiced strong returns in 2023, rewarding those who remained in the markets after a difficult year in 2022. https://lnkd.in/enRwffyM #investmentmanagement
A Robust Year for Investments
https://www.sagevestwealth.com
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For LGBTQ couples, it is important to recognize the need for custom financial planning to ensure each individual is provided for and protected. We discuss key considerations when developing a financial strategy. https://lnkd.in/gBdj8NJ3 #lgbtqfinances
Financial Planning for the LGBTQ Community
https://www.sagevestwealth.com
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Tax planning before year-end is the best way to ensure you are maximizing tax savings. Here is what to consider. https://lnkd.in/g5FWVeaD #yearendtaxplanning
How Tax Planning Can Help Your Bottom Line
https://www.sagevestwealth.com
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Year-end is a critical time to evaluate your finances and take proactive actions before December 31st. We offer a list of top financial considerations to evaluate before 2023 comes to a close. https://lnkd.in/g2sDNX67 #yearendtaxplanning
2023 Year-End Financial Moves
https://www.sagevestwealth.com
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Under the right circumstances, a HELOC might be a strategic choice for you. Learn the pros and cons of a home equity line of credit. https://lnkd.in/gTcptuBr #heloc
The Ins and Outs of a HELOC
https://www.sagevestwealth.com