Announcing a Fresh New Look for the SAGEbroadview Website


To better reflect what’s fresh as well as what’s familiar about us, SAGEbroadview is delighted to share our redesigned website with you. We hope you find the modern design, color palette and photos better convey our firm’s personality and services, as well as our company’s evolution from January 2014 when Larry and I merged our firms.


Quickly navigate where you need to go — You will find links to Secure Document Sharing and Client Logins (to SSG/NETX, Charles Schwab, Net Worth Dashboard, and Performance Reporting) at the top right of each page.

Search — We added a field so you can search our entire website; look for the magnifying glass icon at the top right of each page.

Inspire and be inspired — Visit our home page for more on our continued mission to offer individuals and families Sage direction with a Broad View. Read about our team and our approach; explore our new Young Professionals (more below!) and existing Established Professionals services, and Contact Us with questions, suggestions, or for directions to our three office locations.

Learn and educate — Educating others is still vitally important to us; on our blog, you will find a wealth of information at your fingertips to read and share. There is a list of categories of topics, as well as a search bar for our blog posts, so you can easily find your topic of interest.

Fast loading and responsive — Our site uses responsive mobile technology for enhanced usability on major mobile devices, and efficient and clean coding for faster load times.

Compliance — Our ADV Firm Brochure and Privacy Policy can be found here and here.




Clearly, making smart financial decisions when you’re younger means it’s easier to reach financial independence sooner, with the freedom and flexibility that brings. We’re thrilled to launch our new Young Professionals service, helping busy individuals in their 20s and 30s establish a lifetime of firm financial footing.

Let’s face it. A young professional’s financial interests are often quite different than those of more established professionals. Your ideal services and solutions should be different too. Our Young Professionals program is crafted to help you create personal financial goals, pay down college debt, start a savings and investing plan, make the most of your salary and company benefits, and protect you and your loved ones with insurance and wills.

As a young professional, investing in your future is the single most important step you can take. As your coach and mentor, we’ll empower you with understanding, and hold you accountable to your financial commitments, so you can do just that.



Much has evolved here at SAGEbroadview since we launched our first website five years ago. And yet our commitment to tax-smart wealth management for you and your loved ones, that speaks to your unique goals and values, is stronger than ever.

Today, tomorrow, and no matter how many revamps our website receives, we’ll continue to strengthen our multi-generational expertise and services to help you achieve your financial goals, no matter where you fall on the work-life continuum.

That hasn’t changed; nor will it.


Sheri Iannetta Cupo, CFP®, Founding Partner (Retired) & Director
[email protected]

SAGEbroadview Wealth Management is a Fee Only firm offering ongoing financial planning and portfolio management, with tax planning woven carefully throughout our services. We work virtually across the country, with offices in Farmington, CT, Morristown, NJ, and Burlington, MA.