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

Fraud

AI scams, deep fakes, impersonations … oh my!

July 10, 2025Scammers are enhancing their impersonation efforts, including leveraging AI. Learn what to look out for and how to protect yourself.Read Now
Wealth Planning

Think before you move: How to think about redomiciling

July 10, 2025Relocating from one state to another is complicated on its own. Here are some important tax considerations that are often overlooked.Read Now
Family Legacy

Protect your passion: Make the most of your car collection

July 3, 2025You’ve devoted a lot of time and energy to collecting cars – but have you done enough to safeguard your wealth and privacy?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.