Caring About You and Your Family

SageVest Wealth Management is a fee-only wealth management firm, proudly serving as a fiduciary for all clients. We provide true wealth management services that encompass all of your financial goals and decisions. We recognize the value of financial success and the importance of family. Our firm is dedicated to the financial well-being of you and those you care about.

Giving Back to Our Community

We’re honored to offer SageVest Kids as a resource for high-quality financial literacy guidance to all families, regardless of economic advantage. Every child deserves a strong financial education, regardless of their zip code or their family’s financial means. We offer SageVest Kids in hopes of promoting a brighter financial future for everyone.

The Origins

SageVest Kids was created by Jennifer Myers, CFP, President of SageVest Wealth Management.

Jennifer is an award-winning financial advisor, dedicated to helping clients achieve financial success and fulfillment. Her decades of experience encountering varying financial circumstances made her acutely aware of the need for stronger financial literacy for our next generation.

Furthermore, as a hard-working single mother of two kids, she understands the time challenges that parents face.

The combination of Jennifer’s professional and personal outlooks led to the creation of SageVest Kids, which is designed to offer easy step-by-step instructions on how to prepare your kids for financial success.