Anthony Matteo, CFP®, serves as a Financial Advisor with SageVest Wealth Management. He works closely with clients to understand their financial goals, gather relevant financial information, prepare planning projections, evaluate appropriate financial strategies, review tax considerations and align strategies with client investment portfolios. Anthony effectively communicates various financial and account updates, ensuring strategies are presented in clear terms to meet the client’s goals. As a member of the Investment Committee, Anthony conducts research and participates in quarterly investment meetings. Anthony oversees investment management reporting efforts for SageVest clients. Antho

Anthony Matteo
Financial Advisor
SageVest Wealth Management
United States, Virginia, McLean
About Me
Profile Information
Financial Advisor
SageVest Wealth Management
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
McLean
Virginia
United States
Mar 22, 2025
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