Financial Advisor Magazine Features Our SageBroadview Merger

Financial Advisor Magazine Features Our SAGEbroadview Merger

SAGEbroadview merger article

Featured in Financial Advisor Magazine

Complementing our mission to help individuals and families appreciate the wealth of their lives, we were thrilled to be recognized for our recent business development initiatives in the June 2 Financial Advisor magazine feature story, “The Next Level.” The article shares the tale of the January 2014 merger between SAGE Advisory Group and Broadview Financial Planning to form SAGEbroadview Financial Planning. From the outside, we hope we made it look easy, even though it was a decade in the making.

One of the pleasures we especially enjoy as an independent advisory firm is learning from as well as serving as an example for other small- to medium-sized business owners in our community. Let us know if we can answer any questions or share our insights with others who might benefit from our experience: what we did right and lessons learned along the way.

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.