SageVest Wealth Management is proud to announce that Jennifer Myers and Dan Serra have received the Five Star Wealth Manager Award for the Washington, DC area for 2024. This is Jennifer’s eleventh and Dan’s fourth time receiving this recognition.
Five Star Professional is an organization dedicated to recognizing professional excellence in wealth management and other service sectors across the U.S. To receive a Five Star Wealth Manager award, an advisor must meet 10 eligibility and evaluation criteria, and pass a thorough regulatory review. Most importantly, they must provide quality wealth management services to their clients.
Jennifer, Dan, and the SageVest team work with you to secure and elevate your wealth potential. Our firm distinguishes itself by serving as your lead financial strategist. We bring all facets of your financial life together under one cohesive roof. We are highly proactive to achieve strategic opportunities on your behalf. Key aspects of our services include investment management, retirement planning, charitable giving, tax optimization, asset protection, and legacy planning.
If you’re looking for a top-ranked, fee-only advisor who can offer comprehensive, personalized financial services, we invite you to contact us to learn more about our true wealth management approach. For more information on the nomination, selection and award process utilized by Five Star Professional, please click here.
Prepared by SageVest Wealth Management. Copyright .
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