Sagevest Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
SageVest Wealth Management is an independent, fee-only advisory firm that serves individuals, families, trusts, charitable accounts and small businesses with discretionary investment management and coordinated financial planning and wealth management services. The firm reported roughly $423 million in discretionary assets under management and manages relationships for about 150 clients through a small adviser team.
SageVest constructs diversified, multi-asset class portfolios that typically use no-load mutual funds, ETFs and individual bonds, relies on model target portfolios (growth, balanced, conservative) and makes research-driven tactical adjustments while avoiding market timing. The firm blends fundamental analysis with limited technical analysis, supplements its work with an independent investment consulting firm staffed by CFAs, and integrates planning topics such as risk, liquidity and tax considerations into portfolio decisions.
Noteworthy operational details in the brochure include the firm’s embedding of financial planning services within wealth management engagements and the option for separate planning agreements, as well as its disclosed access to educational conferences and events through its institutional custodian relationship. The brochure also emphasizes that SageVest does not use proprietary investment products, manages virtually all reported assets on a discretionary basis, and leaves proxy voting to clients.
Client services
Expertise
Fee options
0.50% to 1.00% annually depending on asset level and complexity
Hourly rates range from $100 to $500 per hour for financial planning services beyond allotted hours or under separate agreements.
Account minimum: $1,000,000 Fee-only: Fee-only financial advisory firm, no commissions or incentives received.
Main office
1320 Old Chain Bridge Road, Suite 250
McLean VA 22101
Advisors at this office
4
Most active in
District of Columbia · Florida · Maryland · New Jersey · New York · North Carolina · Texas · Virginia
Also doing business as
Sage Financial Management Group, Inc. · Sagevest Wealth Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Daniel S
CFP®
McLean, VA
Sagevest Wealth Management
Daniel Serra is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at SageVest Wealth Management since 2021. Prior to joining SageVest, he worked for seven years at Chevy Chase Trust Company. He also serves as an adjunct faculty member in higher education at Southern New Hampshire University. SageVest Wealth Management is an independent, fee-only firm that provides discretionary investment management and coordinated financial planning services to individuals, families, trusts, charitable accounts, and small businesses. The firm manages diversified, multi-asset class portfolios using no-load mutual funds, ETFs, and individual bonds, combining fundamental analysis with research-driven tactical adjustments without market timing.
Jennifer M
CFP®, Series 65
McLean, VA
Sagevest Wealth Management
Jennifer Myers is a CFP® and Series 65 credentialed advisor with 29 years of industry experience. She has been with Sage Financial Management Group, Inc., now known as SageVest Wealth Management, since 2007. SageVest Wealth Management is an independent, fee-only advisory firm serving individuals, families, trusts, charitable accounts, and small businesses. The firm manages approximately $423 million in discretionary assets with a team of four advisors and employs diversified, multi-asset class portfolios that combine fundamental analysis with limited technical analysis, supported by an independent consulting firm.
Iram A
CFP®, Series 65
McLean, VA
Sagevest Wealth Management
Iram Amir is a CFP®-credentialed financial advisor at SageVest Wealth Management with four years of industry experience. Prior to joining SageVest, Amir held roles at Global Advisor Group, Pavlov Financial Planning, and Sleep Clinics of America. SageVest Wealth Management is an independent, fee-only firm serving individuals, families, trusts, charitable accounts, and small businesses with discretionary investment management and comprehensive financial planning. The firm manages approximately $423 million in discretionary assets for around 150 clients, utilizing diversified multi-asset class portfolios and a blend of fundamental and limited technical analysis supported by an independent CFA-staffed consulting firm.
Anthony M
CFP®, Series 65
McLean, VA
Sagevest Wealth Management
Anthony Matteo is a CFP® with seven years of industry experience, currently serving as a financial advisor at SageVest Wealth Management. He has been with SageVest since 2019 and previously attended Virginia Polytechnic Institute and State University. SageVest Wealth Management is an independent, fee-only advisory firm that serves individuals, families, trusts, charitable accounts, and small businesses with discretionary investment management and comprehensive financial planning. The firm manages approximately $423 million in assets for about 150 clients, constructing diversified portfolios using no-load mutual funds, ETFs, and individual bonds, and incorporates both fundamental and limited technical analysis in its investment process.
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