SageVest Wealth Management

SageVest Wealth Management SageVest serves as your trusted fiduciary advisor, helping you to enhance your financial future and your ultimate connections with your wealth.

SageVest provides comprehensive investment and wealth management services to individuals, families, trusts, and small businesses. We help you to make smarter financial decisions, knowing that each decision supports the next. We achieve this by approaching your finances in a coordinated manner, under one roof. Our goal is to help you simplify and achieve, while knowing you’re working with an advisor you can trust. We proudly serve as your fiduciary, meaning that we always put your best interests first. Contact us to learn how we can help you enhance your financial future and your connections with your wealth.

SageVest Wealth Management is proud to announce that Jennifer Myers, Dan Serra, and Anthony Matteo have received the Fiv...
10/07/2026

SageVest Wealth Management is proud to announce that Jennifer Myers, Dan Serra, and Anthony Matteo have received the Five Star Wealth Manager Award for the Washington, DC area for 2026.

SageVest Wealth Management is proud to announce that Jennifer Myers, Dan Serra, and Anthony Matteo have received the Five Star Wealth Manager Award for the Washington, DC area for 2026.

Stocks recorded incredible gains and set new all-time highs despite market risks. The quarter exemplified how three key...
07/09/2026

Stocks recorded incredible gains and set new all-time highs despite market risks. The quarter exemplified how three key pillars of investing can enhance your returns.

Stocks recorded incredible gains and set new all-time highs despite market risks. The quarter exemplified how three key pillars of investing can enhance your returns.

SageVest Wealth Management is proud to announce that Dan Serra, CFP®, EA, ADPA®, has been recognized by AdvisorHub as on...
06/23/2026

SageVest Wealth Management is proud to announce that Dan Serra, CFP®, EA, ADPA®, has been recognized by AdvisorHub as one of the “Top 250 RIAs to Watch in 2026.”

SageVest Wealth Management is proud to announce that Dan Serra, CFP®, EA, ADPA®, has been recognized by AdvisorHub as one of the “Top 250 RIAs to Watch in 2026.”

The underlying legal and tax structure of the title "Of Counsel" can vary wildly. Here is what every attorney needs to k...
06/16/2026

The underlying legal and tax structure of the title "Of Counsel" can vary wildly. Here is what every attorney needs to know about the "Of Counsel" arrangement.

The underlying legal and tax structure of the title "Of Counsel" can vary wildly. Here is what every attorney needs to know about the "Of Counsel" arrangement.

Internships can provide real-world experience, provide valuable networking opportunities, and lead to future employment....
04/24/2026

Internships can provide real-world experience, provide valuable networking opportunities, and lead to future employment. Here’s how to make the most of your internship experience.

Internships can provide real-world experience, provide valuable networking opportunities, and lead to future employment. Here’s how to make the most of your internship experience.

The war with Iran sparked a surge in oil prices that jolted the markets, driving stocks lower and interest rates higher ...
04/13/2026

The war with Iran sparked a surge in oil prices that jolted the markets, driving stocks lower and interest rates higher on inflation concerns.

The war with Iran sparked a surge in oil prices that jolted the markets, driving stocks lower and interest rates higher on inflation concerns.

Choosing to work with a financial advisor is the first step toward elevating your wealth and feeling more secure about y...
03/20/2026

Choosing to work with a financial advisor is the first step toward elevating your wealth and feeling more secure about your finances. Here are the pros and cons of working with a one-time vs. ongoing advisor.

Choosing to work with a financial advisor is the first step toward elevating your wealth and feeling more secure about your finances. Here are the pros and cons of working with a one-time vs. ongoing advisor.

The new Trump Account is intended to allow savings for college and a child’s long-term retirement. We discuss the featu...
03/17/2026

The new Trump Account is intended to allow savings for college and a child’s long-term retirement. We discuss the features of these accounts, how to open one, and alternative options.

The new Trump Account is intended to allow savings for college and a child’s long-term retirement. We discuss the features of these accounts, how to open one, and alternative options.

Required Minimum Distributions (RMDs) are mandatory taxable income events when you turn age 73 and in many cases when yo...
02/11/2026

Required Minimum Distributions (RMDs) are mandatory taxable income events when you turn age 73 and in many cases when you inherit an IRA. Here’s what you need to know.

Required Minimum Distributions (RMDs) are mandatory taxable income events when you turn age 73 and in many cases when you inherit an IRA. Here’s what you need to know.

Age 70 is Social Security’s maximum retirement age, the age at which your Social Security benefits will not grow any fur...
02/11/2026

Age 70 is Social Security’s maximum retirement age, the age at which your Social Security benefits will not grow any further. If you haven’t already started receiving Social Security by age 70, it’s time to start.

Age 70 is Social Security’s maximum retirement age, the age at which your Social Security benefits will not grow any further. If you haven’t already started receiving Social Security by age 70, it’s time to start.

Address

1320 Old Chain Bridge Road, # 250
McLean, VA
22101

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+17039927650

Website

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