SageVest Wealth Management

SageVest Wealth Management Employee Directory

Financial ServicesVirginia, United States2-10 Employees

SageVest Wealth Management goes above and beyond in rendering proactive wealth management services.  We act as your financial quarterback, interweaving the investment and financial facets of your life into a comprehensive plan that’s revisited on an ongoing basis.  

SageVest assists clients with all aspects of financial decisions such as investment positioning, income sourcing, retirement planning, charitable giving, asset protection, estate planning, tax optimization, business strategies, education funding, prenup and postnup protections, legacy planning and financial literacy for all ages.

SageVest differentiates itself with highly personalized service and proactive advice.  We know our clients well.  Our advisors pride themselves on tailoring recommendations specific to your goals and helping you capture timely opportunities.  

The company’s team of advisors offers decades of experience and holds extensive credentials including CFP®, MBA, Accredited Investment Fiduciary, IRS Enrolled Agent, Certified Divorce Financial Analyst and more.  

The firm’s independent, fee-only and fiduciary structure, along with its caliber of service, give clients the depth, comfort and confidence they need to secure their financial future.  

We invite you to contact us at 703-992-7650 to learn more.

Due to SEC regulations, we are unable to accept recommendations or endorsements on this page.

Find SageVest Wealth Management employees' phone numbers or email addresses

SageVest Wealth Management Global Highlights

Location
Employees

North America
12

Minus sign iconPlus sign icon
  • United States Of America
    12

SageVest Wealth Management's Leadership

  • Stylized image of a person
    J. M.
    President & Owner
    Phone icon
  • Stylized image of a person
    C. J.
    Manager Of Office Operations
    Phone icon
  • Stylized image of a person
    D. S.
    Senior Financial Advisor
    Phone icon
  • Stylized image of a person
    A. M.
    Financial Advisor
    Phone icon
  • Stylized image of a person
    I. A.
    Financial Associate
    Phone icon
  • Stylized image of a person
    L. D. S.
    Financial Operations Asso
    Phone icon
  • Stylized image of a person
    S. H.
    Financial Advisor
    Phone icon
  • Stylized image of a person
    Y. S.
    Financial Advisor Associate
    Phone icon

Contact profiles from SageVest Wealth Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. M.
    President & Owner
    Phone icon
    United StatesVirginia
    Nov 12, 2024
  • Stylized image of a person
    C. J.
    Manager Of Office Operations
    Phone icon
    United StatesVirginia
    Sep 19, 2024
  • Stylized image of a person
    D. S.
    Senior Financial Advisor
    Phone icon
    United StatesMaryland
    Oct 17, 2024
  • Stylized image of a person
    A. M.
    Financial Advisor
    Phone icon
    United States
    Dec 12, 2024
  • Stylized image of a person
    I. A.
    Financial Associate
    Phone icon
    United StatesVirginia
    Sep 19, 2024
  • Stylized image of a person
    L. D. S.
    Financial Operations Asso
    Phone icon
    United StatesMaryland
    Sep 11, 2024
  • Stylized image of a person
    S. H.
    Financial Advisor
    Phone icon
    Oct 21, 2024
  • Stylized image of a person
    Y. S.
    Financial Advisor Associate
    Phone icon
    Oct 21, 2024

Frequently Asked Questions

What is SageVest Wealth Management known for?

Minus sign iconPlus sign icon
SageVest Wealth Management operates in the Financial Services industry. The company's main headquarters is located in 1320 Old Chain Bridge Road Suite 250 McLean, Virginia 22101 US; you can contact the main corporate office by phone at . Explore SageVest Wealth Management's company overview page for more information.

What is SageVest Wealth Management's most common email format?

Minus sign iconPlus sign icon
SageVest Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more SageVest Wealth Management email formats with LeadIQ.

How many employees does SageVest Wealth Management have currently?

Minus sign iconPlus sign icon
SageVest Wealth Management has approximately 6 employees as of November 2024. These team members are located across 1 continents, including North America.

Who are SageVest Wealth Management's key employees and leadership?

Minus sign iconPlus sign icon

As of November 2024, SageVest Wealth Management's key employees include:

  • President & Owner: J. M.
  • Manager Of Office Operations: C. J.
  • Senior Financial Advisor: D. S.
  • Financial Advisor: A. M.
  • Financial Associate: I. A.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.