Joe CasalePrivate Wealth Advisor and Managing Principal

    Prior to launching Sagamore Wealth Management, Joseph was a Senior Financial Advisor at a Boston-area branch of Ameriprise Financial Services, Inc. While working at Ameriprise for seven years, he provided financial guidance for individuals and small businesses, and was awarded the prestigious Circle of Success in 2007. In his first year on the job, Joseph recruited more clients than any other Ameriprise advisor in the country.

    A graduate of Syracuse University, with a BA in Economics, Joseph also has extensive experience in the telecommunications industry, including five years as President of 3G Wireless in Shrewsbury, Mass. He also owned two highly successful Wireless Zone franchise stores.

    His philosophy in financial planning is simple: have a clear vision of what you want out of life, then plan and save for your goals so you can achieve financial independence.  He also believes that a positive attitude is of utmost importance, along with finding the right balance between work and life.

    Joseph and his wife, Caryn, have two children, Lauren and Thomas. In addition to spending time with his family, Joseph enjoys landscaping, golf, snowboarding and equity research.  A member of the Merrimack Valley Chamber of Commerce, he is also member, and officer, in the Wakefield, Mass., chapter of Business Network International (BNI).

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