Drew Saberhagen Advisor Headshot image

Drew SaberhagenDrew Saberhagen, CEPA®
Vice President
Wealth Advisor

"I help drive new business by focusing on the needs of entrepreneurial business owners who would benefit from J.P. Morgan’s investment, banking and lending services."

Awards and Industry Recognition

Forbes

Top Wealth Management Teams Best-In-State
2025 • 2024

About Drew

Drew Saberhagen is a Vice President and Wealth Advisor at J.P. Morgan Wealth Management.
As a critical member of The Munman Group, Drew understands the complexities of selling or transitioning a business. His focus since joining J.P. Morgan in 2014 has been on small and middle market business owners needing tailored advisory strategies.
Drew recognizes that failing to plan for the future is a risky endeavor that can leave a business and family vulnerable. As such, he uncovers specific values, goals, key relationships, assets, advisors, processes and interests vital to an owner's plan. These inputs serve as the foundation to model appropriate scenarios for achieving the greatest probability of successful legacy planning. He is especially focused on building strong relationships with all family members—especially younger generations—so they are prepared to be good stewards of wealth.
His responsibilities include:

  • Joint discovery to identify pre- and post-liquidity needs
  • Assembly and collaboration among third-party trusted advisors
  • Modeling various 'what if' scenarios using state-of-the- art planning software
  • Maintaining ongoing client relationships and identifying and modeling plan adjustments

‎‎ㅤ
Drew is a graduate of Western Carolina University with a B.S. in Criminal Justice. He also holds the Certified Exit Planning Advisor® (CEPA®) designation. While attending WCU, he was named to the first team All-Southern Conference as a four-year Division I baseball player. Drew is an avid golfer and fan of the Kansas City Chiefs and University of Kansas basketball. He enjoys wine tasting with his wife, Kelsey, with whom he is raising two daughters in southern California.

CEPA® and Certified Exit Planning Advisor® are registered trademarks owned by Exit Planning Institute.

Insights

Markets and Economy

Why are stocks at record highs with no Iran resolution?

April 24, 2026Despite persistent geopolitical uncertainty and a naval blockade in the Middle East, global equities have staged a rapid recovery, bolstered in the U.S. by durable earnings fundamentals in tech and beyond.Read Now
Select this article to learn more about our latest insights
Retirement

3 ways to stay active while in retirement

April 21, 2026Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read Now
Select this article to learn more about our latest insights
Wealth Planning

What is the wash sale rule?

April 21, 2026The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.