A complete list of active advisors currently associated with Sagevest Wealth Management

Warmer can help you find a great advisor at Sagevest Wealth Management or one who fits your needs even better.

SageVest Wealth Management is an independent, fee-only investment management and financial advisory firm that works with individuals, families, trusts, charitable accounts and small businesses to provide discretionary portfolio management and coordinated wealth planning. Clients are served through individualized relationships that integrate investment management with broader financial planning topics such as retirement, estate and tax considerations. The firm manages multi-asset class portfolios using no-load mutual funds, ETFs, individual bonds and occasional legacy equity positions, seeking diversified long-term exposure with tactical adjustments driven by fundamental analysis and selective use of technical indicators. SageVest supplements its internal research by engaging an independent investment consulting firm staffed with CFAs and by maintaining an Investment Committee that sets asset allocation and model portfolios for client accounts. Distinctive features include a relatively small advisory team overseeing several hundred million dollars in discretionary AUM while leveraging institutional services from its recommended custodian, including research, technology and participation in educational conferences and events to support advisor training and client service. SageVest also emphasizes avoiding proprietary products and leaves proxy voting to clients, reflecting its focus on using third-party investment solutions and custodial reporting for client oversight.

To learn more about the advisors currently working at Sagevest Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.