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 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.

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.