What departments does SAGEbroadview Wealth Management, LLC have?

SAGEbroadview Wealth Management, LLC has employees across 2 departments including Finance, Administrative.

What is the largest department at SAGEbroadview Wealth Management, LLC?

The largest department at SAGEbroadview Wealth Management, LLC is Finance with 3 employees.

Where are SAGEbroadview Wealth Management, LLC employees located globally?

SAGEbroadview Wealth Management, LLC has employees across 1 continents and 1 countries including United States Of America.

How has SAGEbroadview Wealth Management, LLC's team size changed over time?

SAGEbroadview Wealth Management, LLC's team has remained stable from approximately 7 to 7 employees based on available data.

SAGEbroadview Wealth Management, LLC Employee Directory

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.

Find SAGEbroadview Wealth Management, LLC employees' phone numbers or email addresses

SAGEbroadview Wealth Management, LLC Global Highlights

North America
11

United States Of America
11

SAGEbroadview Wealth Management, LLC's Leadership

S. I. C.
Founding Partner (retired) + Director
Mobile Phone
Email
L. J. A.
Partner & Wealth Manager, Fee-Only Cfp® Professional
Mobile Phone
Email
C. A.
Partner, Wealth Manager And Fee-Only Cfp® Professional
Mobile Phone
Email
J. D. P.
Partner, Wealth Manager And Fee-Only Cfp® Professional
Mobile Phone
Email
S. S. P.
Tax Manager
Mobile Phone
Email
L. I. B.
Office Manager
Mobile Phone
Email
D. L.
Senior Adviser
Mobile Phone
Email
K. S. L.
Associate Adviser
Mobile Phone
Email

SAGEbroadview Wealth Management, LLC Employee Metrics

100%

50%

0%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from SAGEbroadview Wealth Management, LLC

Name

Title

Contact Info

Location

Last Update

S. I. C.
Founding Partner (retired) + Director
Mobile Phone
Email
United StatesNew Jersey
Jan 19, 2026
L. J. A.
Partner & Wealth Manager, Fee-Only Cfp® Professional
Mobile Phone
Email
United StatesConnecticut
Jan 19, 2026
C. A.
Partner, Wealth Manager And Fee-Only Cfp® Professional
Mobile Phone
Email
United StatesMassachusetts
Jan 19, 2026
J. D. P.
Partner, Wealth Manager And Fee-Only Cfp® Professional
Mobile Phone
Email
United StatesConnecticut
Mar 25, 2026
S. S. P.
Tax Manager
Mobile Phone
Email
United StatesNew York
Jan 19, 2026
L. I. B.
Office Manager
Mobile Phone
Email
United StatesNew Jersey
Jan 19, 2026
D. L.
Senior Adviser
Mobile Phone
Email
United StatesConnecticut
Jan 27, 2026
K. S. L.
Associate Adviser
Mobile Phone
Email
United StatesNew Jersey
Jan 19, 2026
D. C.
Intern
Mobile Phone
Email
Oct 21, 2024

Frequently Asked Questions

What is SAGEbroadview Wealth Management, LLC known for?

SAGEbroadview Wealth Management, LLC was founded in 2014 operates in the Financial Services industry. The company's main headquarters is located in 10 Waterside Drive Suite 305 Farmington, Connecticut 06032 United States; you can contact the main corporate office by phone at

+1-973-539-****

. Explore SAGEbroadview Wealth Management, LLC's company overview page for more information.

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

SAGEbroadview Wealth Management, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more SAGEbroadview Wealth Management, LLC email formats with LeadIQ.

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

SAGEbroadview Wealth Management, LLC has approximately 9 employees as of April 2026. These team members are located across 1 continents, including North America.

Who are SAGEbroadview Wealth Management, LLC's key employees and leadership?

As of April 2026, SAGEbroadview Wealth Management, LLC's key employees 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.
Partner, Wealth Manager And Fee-Only Cfp® Professional: J. D. P.
Tax Manager: S. S. P.

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