sage \saj\ adj   1. wise through reflection and experience  2. proceeding from or characterized by wisdom, prudence and good judgment <~SAGE Advice™> 

 
Because it is not just about book smarts –
it is also about the wisdom gained from living life…

 

Welcome to SAGE! What you should know about us at a glance:
 

  • Our Principal, Sheri Iannetta Cupo, and our Associate Planner, David Principe, are CERTIFIED FINANCIAL PLANNER® practitioners who will provide you with professional advice and guidance. They are members of the National Association of Personal Financial Advisors (NAPFA).

  • Ours is an independent, Fee-Only firm.  “Fee-Only” means that we receive our compensation solely and directly from our clients. We do not accept referral fees, and we do not receive commissions from the sale of insurance or investment products.

  • Please visit Our Services to learn about our initial and on-going service options.

  • Lastly, we execute an annual Fiduciary Oath, which means that we will always put your interests first.  

OUR CLIENT PROFILE:   Our client relationships run from one-time, as-needed engagements to on-going relationships with multi-generational families. Our clients are people of all ages from all walks of life.

 

Our foundation in Fee-Only financial planning includes a specialty in planning for busy professionals – corporate employees & executives as well as lawyers and medical professionals – who often have complex planning needs related to their employment contracts, stock option & restricted stock compensation and other benefit programs.  

OUR MISSION:  To help our clients make the most of their employment as we guide them to financial independence and through the next phase of their lives  -  whether that means retirement, the start of a new career or business, charitable work or a future they are still envisioning. 

 

  We are fortunate to be the trusted advisor to many amazing people. 

May we help you? 
 

Please contact us to schedule a complimentary Get Acquainted meeting.

 

 
4 Normandy Parkway
Morristown, NJ   07960
Phone 973-539-0200    Fax 201-624-7518
info@sageadvisorygroup.com
COMPLIANCE DISCLOSURE:

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Sheri Iannetta Cupo, Principal, Sage Advisory Group, LLC. Material presented is believed to be from reliable sources and we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Links to other sites endorsing a stock or an investment should not be construed to be a recommendation of that stock or investment by Sage Advisory Group, LLC. Fee-Only financial planning and investment advisory services are offered through Sage Advisory Group, LLC, a registered investment advisory firm in the state of New Jersey.

The presence of this web site on the Internet shall in no direct or indirect way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any state other than the state of New Jersey or where otherwise legally permitted. We are legally empowered to provide investment advisory services to residents of the state of New Jersey and certain other states.

COPYRIGHT NOTICE:

All rights reserved. All material contained herein is copyright protected and may not be reproduced in any manner without the express written permission of the copyright owner.  Text, articles and logos ©2008 Sage Advisory Group, LLC Sheri Iannetta Cupo, Principal. Certain articles and commentary: ©2008 AdvisorSites, Inc., Andrew Gluck, Principal.

        
©2010 SAGE Advisory Group, LLC. All rights reserved.