SageBroadview Wealth Management, LLC

Are you a Young Professional… …in your 20’s or 30’s, making good income, who wants to start life out on a smart financial footing? …who would like a coach to hold you accountable to your financial commitments? …who could use help creating goals, paying down debt, and starting a savings and investing plan? …who wants to make the most of your salary and company benefits? …who would like direction on how best to protect you and your loved ones with insurance and wills? What is SAGEbroadview Wealth Management for a Young Professional? As a young professional, investing in your future is the single most important financial step you can take. This is why we, at SAGEbroadview Wealth Management, created a service offering specifically for Young Professionals — to provide customized advice to high income young professionals looking for guidance and accountability as they navigate the various stages of life, and all that comes with it. Everyone wants to ‘live the dream’. Thing is, everyone’s idea of that dream is different. Through conversation, questions and analysis, we help you clearly define your dream so together we can create a working plan to achieve it. Our wealth management process is ongoing, and integrates financial planning and portfolio management, with tax planning carefully woven throughout. Professional Background I joined SAGEbroadview Wealth Management as an associate adviser in 2011 and achieved my CFP® credentials in 2014. In 2016, I became a wealth manager and broadened our ability to serve clients throughout the northeast by opening our Burlington, Massachusetts office to complement our offices in Morristown, NJ and Farmington, CT. In July 2021, I was promoted to Partner. I understand the complexities of a growing career and family because I’m there too! So, in 2019, I kicked off our Young Professionals program, because I wanted to help motivated professionals make well-informed decisions in the early stages of their career through lifelong financial planning and portfolio management, with tax planning carefully woven throughout. I hold a bachelor’s degree in business administration from Bryant University. I am a member of the National Association of Personal Financial Advisors (NAPFA) and am active in NAPFA’s Genesis networking group for supporting professional growth and development among next- generation NAPFA advisors. Personal Background I am a family man at heart. My wife Lindsay and I welcomed our daughter Avery Grace to the world in 2016, and son Landon in 2019; things have never been the same since. Read Christopher’s blog here: https://sagebroadview.com/blog-2/

Daniel Lester is a CFP® with five years of industry experience, currently serving as a financial advisor at SageBroadview Wealth Management, LLC. His prior roles include positions at Barnum Financial Group and multiple engagements associated with Bentley University. SageBroadview Wealth Management offers integrated wealth management services to individuals, trusts, and estates, including a Young Professionals program for early-career clients. The firm’s investment approach is based on Modern Portfolio Theory with a long-term, buy-and-hold strategy, utilizing diversified mutual funds, model ETF portfolios, and tailored asset allocations aligned with individual risk profiles.

Jeffrey Annello is a financial advisor at SAGEbroadview Wealth Management, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Founders Capital Management, Farnham Street Media, and served in a role at the University of Connecticut. SAGEbroadview Wealth Management provides integrated wealth management services to individuals, including high-net-worth clients, as well as trusts and estates. The firm employs a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, combining portfolio management with financial and tax planning through discretionary, bundled services.

John Principe is a CFP® with 15 years of experience, currently serving as an advisor at SageBroadview Wealth Management, LLC in Farmington, CT. He has been with SageBroadview since 2007. Outside of advisory services, he is indirectly involved with SageBroadview Tax, LLC, which provides tax preparation services to businesses and individuals. SageBroadview Wealth Management offers integrated wealth management services to individuals, trusts, and estates, including high-net-worth clients. The firm’s investment approach is based on Modern Portfolio Theory and a long-term, buy-and-hold strategy with diversified portfolios and periodic rebalancing.

Karina Sales Linehan is a financial advisor at SageBroadview Wealth Management, LLC with six years of industry experience. She holds the Series 63 and Series 65 designations. Her prior experience includes roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Life Insurance Company. SageBroadview Wealth Management serves individuals, including high-net-worth clients, as well as trusts and estates, offering integrated wealth management services with a long-term, buy-and-hold investment approach grounded in Modern Portfolio Theory. The firm provides portfolio management, financial and tax planning, and consulting, with a Young Professionals program aimed at early-career clients.

Lawrence Annello is a CFP® and PFS™ with 24 years of experience in financial advisory. He has been with SageBroadview Wealth Management, LLC since 2000 and previously worked at Del Conte, Hyde, Anello & Schuch, P.C. and UHY Advisors N.E., LLC. He is also involved in SageBroadview Tax, LLC, a tax preparation service for businesses and individuals. SageBroadview Wealth Management provides integrated wealth management services to individuals, trusts, and estates, including high-net-worth clients. The firm’s investment approach is based on Modern Portfolio Theory with a long-term, buy-and-hold strategy, utilizing diversified mutual funds and model ETF portfolios tailored to individual risk profiles.