Individual Wealth Management

Sax Wealth Advisors takes into account your entire financial picture, values, goals, family situation, and risk tolerance to offer highly customized and effective financial solutions:

  • Portfolio Management
  • Wealth Planning
  • Financial Goal Setting
  • Opportunistic Rebalancing

To complement your financial plan and further ensure its success, our advisors and affiliates also offer a wide range of expanded services, such as:

  • Estate Planning
  • College Savings Calculations
  • Social Security Analysis
  • Tax Loss Harvesting
  • Insurance Policy Needs Analysis
  • Cash Flow Needs Monitoring

Employer Retirement Solutions

In addition to individual wealth management services, Sax Wealth Advisors offers retirement plan services to plan sponsors and participants. We act as a fiduciary to your plan, offering trustworthy advice and comprehensive services, such as:

  • Retirement Plan Design Consultation
  • Management of Investment Portfolios
  • Employee Education Programs
  • Participant Enrollment and Support

Let our seasoned, knowledgeable advisors help you make these important decisions that will have a lasting impact on your participants’ retirement years and your ability to meet your fiduciary responsibilities.