What is SAGEbroadview Wealth Management, LLC's NAICS code?

SAGEbroadview Wealth Management, LLC's NAICS code is 52 (Finance and Insurance).

Insights

Boutique Niche As a small, fee-only wealth management firm with a personalized approach, SAGEbroadview focuses on holistic financial planning tailored to individual client goals, presenting opportunities to offer specialized financial products or advanced planning tools to enhance client experience.

Technology Stack Utilizing platforms like WordPress, Shopify, and Google Tag Manager indicates openness to digital solutions and online client engagement, suggesting potential for upselling advanced financial tech tools, digital onboarding services, or enhanced online security solutions.

Growth Potential With revenue between 1 million to 10 million and a small team, SAGEbroadview may be seeking scalable solutions to expand its client base and operations, making it a suitable target for marketing targeted financial software, marketing automation, or client acquisition services.

Market Positioning Operating in a competitive industry alongside large firms like Fidelity and Charles Schwab, SAGEbroadview presents opportunities for niche financial products, boutique investment solutions, or personalized advisory tools that distinguish its unique approach.

Client Retention Focus Their emphasis on lifelong financial planning and relationship continuity suggests potential interest in advanced CRM systems, client engagement platforms, or ongoing education resources to strengthen client loyalty and support long-term growth.

Similar companies to SAGEbroadview Wealth Management, LLC

SAGEbroadview Wealth Management, LLC Tech Stack

SAGEbroadview Wealth Management, LLC uses 8 technology products and services including WordPress, oEmbed, Shopify, and more. Explore SAGEbroadview Wealth Management, LLC's tech stack below.

WordPress
Content Management System
oEmbed
Dev Tools
Shopify
E-commerce
jQuery
Javascript Libraries
Priority Hints
Performance
Google Tag Manager
Tag Management
MediaElement.js
Video Players
Instagram Feed for WordPress
Widgets

Media & News

SAGEbroadview Wealth Management, LLC's Email Address Formats

SAGEbroadview Wealth Management, LLC uses at least 1 format(s):

SAGEbroadview Wealth Management, LLC Email Formats	Example	Percentage
FLast@sagebroadview.com	JDoe@sagebroadview.com	38%
First@sagebroadview.com	John@sagebroadview.com	31%
First.Last@sagebroadview.com	John.Doe@sagebroadview.com	23%
Middle@sagebroadview.com	Michael@sagebroadview.com	8%

Frequently Asked Questions

Where is SAGEbroadview Wealth Management, LLC's headquarters located?

SAGEbroadview Wealth Management, LLC's main headquarters is located at 10 Waterside Drive Suite 305 Farmington, Connecticut 06032 United States. The company has employees across 1 continents, including North America.

What is SAGEbroadview Wealth Management, LLC's phone number?

You can contact SAGEbroadview Wealth Management, LLC's main corporate office by phone at

+1-973-539-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is SAGEbroadview Wealth Management, LLC's official website and social media links?

SAGEbroadview Wealth Management, LLC's official website is sagebroadview.com and has social profiles on LinkedIn.

What is SAGEbroadview Wealth Management, LLC's SIC code NAICS code?

SAGEbroadview Wealth Management, LLC's SIC code is 8721 - Accounting, Auditing, and Bookkeeping Services NAICS code is 52 - Finance and Insurance.

How many employees does SAGEbroadview Wealth Management, LLC have currently?

As of April 2026, SAGEbroadview Wealth Management, LLC has approximately 9 employees across 1 continents, including North America. Key team members include Founding Partner (retired) + Director: S. I. C.Partner & Wealth Manager, Fee-Only Cfp® Professional: L. J. A.Partner, Wealth Manager And Fee-Only Cfp® Professional: C. A.. Explore SAGEbroadview Wealth Management, LLC's employee directory with LeadIQ.

What industry does SAGEbroadview Wealth Management, LLC belong to?

SAGEbroadview Wealth Management, LLC operates in the Financial Services industry.

What technology does SAGEbroadview Wealth Management, LLC use?

SAGEbroadview Wealth Management, LLC's tech stack includes WordPressoEmbedShopifyjQueryPriority HintsGoogle Tag ManagerMediaElement.jsInstagram Feed for WordPress.

What is SAGEbroadview Wealth Management, LLC's email format?

SAGEbroadview Wealth Management, LLC's email format typically follows the pattern of FLast@sagebroadview.com. Find more SAGEbroadview Wealth Management, LLC email formats with LeadIQ.

When was SAGEbroadview Wealth Management, LLC founded?

SAGEbroadview Wealth Management, LLC was founded in 2014.

SAGEbroadview Wealth Management, LLC

Q: What technology does SAGEbroadview Wealth Management, LLC use?

SAGEbroadview Wealth Management, LLC's tech stack includes Google Analytics, X-XSS-Protection, Yoast SEO, Google Maps, waitForImages.

Financial ServicesConnecticut, United States2-10 Employees

We’re a Fee-Only, wealth management firm.

SAGEbroadview integrates ongoing financial life planning, portfolio management and tax planning.

Life ebbs and flows. Your relationship with us never has to. At SAGEbroadview, our goal is to be your financial mainstay as you navigate through the various stages of life. Our team of highly knowledgeable and experienced advisors use our personalized Wealth Management process to help create a holistic plan for your future that speaks to your unique goals and values, while always keeping an eye on the big picture.

Company Overview

Headquarters: 10 Waterside Drive Suite 305 Farmington, Connecticut 06032 United States
Phone number: +1-973-539-****
Website: sagebroadview.com
SIC Code: 8721 - Accounting, Auditing, and Bookkeeping Services
NAICS Code: 52 - Finance and Insurance
Founded: 2014
Employees: 2-10