SAGEbroadview Updates & What We’re Reading on COVID-19


Here at SAGEbroadview we continue to mostly work from our homes — zooming, calling and emailing with our clients and each other on all kinds of financial planning and investment tasks as well as putting the finishing touches on tax season. Larry opted to work in quarantine in our brand-new office in Farmington, CT; once you see how nice it turned out you will understand why! You can see the lobby here on our Instagram feed. Please also enjoy the pics of our at-home office ‘workers’ and some pet pics shared by our clients.

Danny Lester, our summer 2019 intern, finished his master’s degree in taxation in May and started full-time with us in June as an Associate Adviser. He will support our team and our clients in a similar fashion as Karina. We will add Danny to the Our Team part of our website as soon as we can get a headshot of him! Stay tuned.

In our busyness we realize that all has been quiet on the blog front these past months. Since we continue to read voraciously as well as tune into a variety of webinars on COVID-19 and other important topics we thought we’d share a few with you below:


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.