Drew SaberhagenDrew Saberhagen, CEPA®Wealth Advisor
Awards and Industry Recognition
Forbes
About Drew
Drew Saberhagen is a 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
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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
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July 23, 2024In the latest Eye on the Market: The Lion in Winter, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, reflects on the current state of small-cap stocks as well as the recent CrowdStrike outage.Read NowInsight 7: Develop a capable and committed rising generation
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July 18, 2024Building resilience by expecting, preparing for and welcoming change is important for the longevity of generative families.Read NowJune 2024 CPI report: Inflation moderates, inching us closer to a rate cut
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