At SageVest Wealth Management, we offer a highly personalized approach to wealth management, one where our focus is always on you. We get to know you and your family, and as a fee-only fiduciary, always place your best interests first. Furthermore, as a woman-owned investment management firm, we’re particularly attuned to the complexities of financial planning for women, families, and multiple generations.
We’re delighted that our dedication to exceptional personalized planning and investment advice has again been formally recognized.
We’re delighted to announce that Five Star Professionals has named Jennifer Myers as a 2017 Top Wealth Advisor for the Washington, DC area. This is Jennifer’s fourth such award.
Five Star Professionals uses a rigorous nomination, vetting, and evaluation process to develop a shortlist of award winners. For 2017, more than 1,417 wealth managers were nominated by their peers and considered for this award. Of these, only 106 (13%) were named Five Star Wealth Managers. For more information about the awards, please click here.
Jennifer’s nomination is a testament to the services that we render for you, our clients, on a daily basis. Please feel free to contact us with comments or questions, and to share Jennifer’s nomination with others who may be seeking customized, comprehensive wealth management services or a female financial advisor in the DC area or beyond.
Prepared by SageVest Wealth Management. Copyright .
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