Caring About You and Your Family
SageVest Wealth Management understands that one of the most meaningful elements of life is family. Our firm is dedicated to the financial well-being of you and those you care about.
Promoting Financial Literacy Through SageVest Kids
The SageVest Kids website provides age-appropriate financial literacy resources in incremental stages for ages 3 to 18, encouraging kids to become financially savvy through real-life experiences and fun financial activities. Primary topics include spending, saving, earning, banking, giving, borrowing, and managing peer pressure.
Giving Back to Our Community
We’re proud to offer SageVest Kids as a resource for high-quality financial literacy guidance to all families, regardless of economic advantage. Every child deserves a strong financial education and a bright future, founded upon healthy money habits.
We break out financial education by age, so you know when to introduce new money concepts to your child and how to go about it.
Ages 3-4
Promoting Financial Learning Through Play
Ages 5-7
Starting an Allowance and Money Basics
Ages 8-10
Opening a Bank Account and Kid’s Savings
Ages 11-13
Developing Budgeting Skills
Ages 14-16
Balancing Financial Wants and Peer Pressure
Ages 17-18
Financially Preparing Your Kids Before College
Our wealth management services include:
Investment
Management
Financial
Planning