SAGEbroadview Wealth Management LLC, a fee-only independent wealth management firm headquartered in Morristown, N.J., has promoted financial advisors J. David Principe and Christopher J. Annello to partner, a news release announced.
Principe joined the firm in 2007 and became a wealth manager in 2014, he has played a key role in strengthening SAGEbroadview’s technical capabilities, regulatory compliance, and data and analytical research standards, the company said. Principe is a graduate of the University of Colorado at Boulder, where he earned a B.A. degree in English.
Annello joined SAGEbroadview in 2011 as an associate advisor, and became a wealth manager in 2016. In 2019, Annello opened the company’s Burlington, Mass., office, and founded its Young Professionals program, which provides younger individuals with lifelong financial planning and portfolio management. He is a member of SAGEbroadview’s investment committee. Annello received his B.A. degree in business administration from Bryant University.
Founded in January 2014 through the merger of SAGE Advisory Group LLC of Morristown, N.J., and BroadView Financial Planning of Farmington, Conn. SAGEbroadview Wealth Management LLC caters to corporate executives and small business owners up and down the East Coast.