A complete list of active advisors currently associated with SageBroadview Wealth Management, LLC

Warmer can help you find a great advisor at SageBroadview Wealth Management, LLC or one who fits your needs even better.

SAGEbroadview provides wealth management, portfolio management, integrated financial and tax planning, and consulting to individuals, including high-net-worth clients and a dedicated Young Professionals Program for early-career business leaders. The firm’s services include comprehensive planning (cash flow, estate, insurance, and employee benefits) and ongoing discretionary investment management. The firm frames portfolios around Modern Portfolio Theory and a long-term, buy-and-hold approach with periodic rebalancing, using customized investment policy statements and allocations across mutual funds, ETFs and, when appropriate, independent managers. SAGEbroadview notes use of institutional managers (including Dimensional Fund Advisors) and employs automated rebalancing tools for accounts custodied at Altruist; portfolio design also incorporates risk profiling and Monte Carlo analysis for retirement planning. A distinctive feature is the firm’s affiliated tax-preparation entity, SAGEbroadview Tax, LLC, which the brochure discloses is commonly recommended to clients and creates a potential conflict of interest the firm addresses in disclosures. The firm also highlights specialized planning capabilities—stock option and equity compensation analysis, integrated tax projections, and a formal Young Professionals Program—that, together with its use of institutional DFA funds and periodic legacy positions in varied securities, set it apart from many peers.

To learn more about the advisors currently working at SageBroadview Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

You can also browse SageBroadview Wealth Management, LLC's office locations.

Name	Location	Years of experience
Christopher Annello	Farmington, CT	14
Jeffrey Annello	Farmington, CT	8
Lawrence Annello	Farmington, CT	25
Daniel Lester	Farmington, CT	6
John Principe	Farmington, CT	16
Karina Sales Linehan	Morristown, NJ	7

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