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<img itemprop='image' style='width: .75em' src='/wp-content/uploads/2018/05/rightArrow.png' alt=''> Our Team

Our Team

We are experienced professionals working as one team on behalf of our clients -- across offices in Farmington, CT, Morristown, NJ, and Burlington, MA, and virtually across the country. Our interests, community and personal experiences contribute in great part to the whole that is SAGEbroadview.

Our Mission

To Appreciate the Wealth in Our Lives™.

Our Vision

To partner with our clients, their families, and with one another to create meaningful, rewarding lives.

LARRY ANNELLO, CPA/PFS, CFP®

Founding Partner & Wealth Manager

SHERI IANNETTA CUPO, CFP®

Founding Partner & Wealth Manager

J. DAVID PRINCIPE, CFP®

Partner & Wealth Manager

CHRISTOPHER J. ANNELLO, CFP®

Partner & Wealth Manager

KARINA SALÉS LINEHAN

Operations & Client Service Associate

DANNY LESTER,CFP®

Associate Adviser

LYNN IANNETTA BAKER

Office Manager

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We are thrilled to announce that we've promoted Da

We are thrilled to announce that we've promoted David Principe, CFP© and Chris Annello, CFP® to partners at SAGEbroadview Wealth Management. Please join me in congratulating them! Visit our website to learn more.

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#wealthmanagement
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#portfoliomanagement
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Today's moment of Zen. "Coneflowers (Echinacea sp

Today's moment of Zen.

"Coneflowers (Echinacea spp.) are native to North America. The genus contains nine species and many cultivated varieties. All coneflowers have a daisy-like appearance with a prominent cone or center that is actually made up of tiny dark brown to brown-orange florets. The cones are surrounded by petals that tend to droop in the species forms. The name "echinacea" comes from the ancient Greek "echinos" for "hedgehog.""

From https://homeguides.sfgate.com/interesting-coneflower-81102.html

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#todaysmomentofbeauty
#gratitude
#grateful
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#nature

Today in Sheri's garden // Keeping our bird friend

Today in Sheri's garden // Keeping our bird friends happy this hot summer.

Today in Sheri's garden // A sunflower 🌻 to kic

Today in Sheri's garden // A sunflower 🌻 to kick off the weekend.

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