Sagevest Wealth Management

Daniel Serra is a CFP® professional with 15 years of experience in financial advisory. He has worked at Sagevest Wealth Management since 2021 and was previously with Chevy Chase Trust Company from 2014 to 2021. In addition to his advisory role, he serves as an adjunct faculty member at Southern New Hampshire University. Sagevest Wealth Management serves individuals, families, trusts, and small businesses by providing comprehensive investment management and wealth planning services. The firm manages approximately $358.5 million on a discretionary basis and integrates retirement, estate, philanthropic, and cash flow planning into its advisory relationships.

Jennifer Myers is a CFP® and holds a Series 65 license with 28 years of industry experience. She has been with Sage Financial Management Group, Inc. since 2007 and is currently part of the four-advisor team at SageVest Wealth Management in McLean, VA. SageVest Wealth Management provides comprehensive investment management and wealth planning services to individuals, families, trusts, and small businesses. The firm manages approximately $358.5 million on a discretionary basis, integrating retirement, estate, philanthropic, and cash flow planning, and offers educational seminars and workshops as part of its client engagement.

Iram Amir is a CFP® and holds a Series 65 license, with three years of experience in the financial services industry. She has been with SageVest Wealth Management since 2022 and previously worked at Global Advisor Group and Pavlov Financial Planning. Prior to her financial career, she held roles at Sleep Clinics of America and educational institutions including Virginia Tech and The Steward School. SageVest Wealth Management serves individuals, families, trusts, and small businesses by providing comprehensive investment management and wealth planning. The firm manages approximately $358.5 million on a discretionary basis and integrates retirement, estate, philanthropic, and cash flow planning into its advisory relationships.

Anthony Matteo is a CFP® with six years of industry experience, currently serving as an advisor at SageVest Wealth Management since 2019. He previously worked at Virginia Polytechnic Institute and State University for four years. SageVest Wealth Management provides comprehensive investment management and wealth planning services to individuals, families, trusts, and small businesses. The firm employs a multi-asset class approach using no-load mutual funds, ETFs, and individual bonds, integrating financial planning and offering educational seminars as part of its client engagement.