Tailored Wealth Solutions for Every Stage.

From building a foundation to preserving your legacy, our team delivers research-based, fee-only guidance and personalized strategies to help you navigate life’s financial milestones with confidence.

Who we are What we do Who we Serve

Guiding Your Financial Journey with Care and Clarity.

Your path to financial success starts here.

Guiding Your Financial Journey with Care and Clarity.

At SAX Wealth Advisors, we believe your financial journey deserves thoughtful, personalized guidance at every stage of life. As a fee-only, fiduciary firm, we are committed to acting in your best interest—always. Our team integrates investment management, tax strategy, retirement planning, and estate considerations into a comprehensive approach designed around your goals. Whether you’re building wealth, planning for retirement, or preserving a legacy, we provide clarity and confidence through tailored solutions, so you can focus on what matters most.

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Meet SAX Wealth Advisors

Meet Kyle, Marie and Joe – Partners and Wealth Advisors at SAX Wealth Advisors. They reflect on their paths to where they are today and the meaningful lessons learned along the way. Each journey has shaped their perspective and reinforced that every step — and every challenge — made the road worth taking.

Latest News & Insights

Stay in the know with news and updates that are relevant to you.

Resources May 11, 2026

SAX Wealth Advisors Expands Footprint with Strategic Acquisitions, Adding $325 Million in Assets Under Management

Parsippany, NJ – May 11, 2026 — SAX Wealth Advisors, a leading independent wealth management firm, today announced the successful completion of four strategic acquisitions, further strengthening its national presence and expanding its advisory talent. These transactions collectively bring approximately $325 million in assets under management (AUM) and add four experienced advisors to the firm. […]

Resources May 8, 2026

APRIL 2026 MARKET REVIEW

Markets, it turns out, are not good readers of headlines. Following a volatile March, April gave investors every reason to stay concerned: the Strait of Hormuz remained disrupted, oil prices hit crisis levels, and diplomatic efforts to de-escalate the U.S.-Iran conflict repeatedly stalled. Yet global equities staged one of the strongest monthly rallies in memory, […]

Resources April 10, 2026

Q1 2026 Market Review

The first quarter of 2026 was a tale of two trends. The year began with a continuation of the “regime shift” from late 2025, marked by strength in International and Emerging Markets. However, momentum stalled in March as geopolitical tensions and an energy spike altered the landscape, testing resolve with headlines ranging from tech disruption […]

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SAX Wealth Advisors at a glance

Here are some of the most recent stats and accolades we are proud of.

$4 Billion

Assets under management

Wealth Advisors

Offices throughout the East Coast and Midwest

100%

Fee-Only Fiduciary

#21

In nation with AUM by Accounting Today

#31

Fastest Growing Firm with AUM by Financial Advisor

5-Star

Registered Investment Advisor by InvestmentNews

Our Advisory Services

As your trusted partner, we combine deep financial expertise with boutique-level attention and a tailored approach — providing a full range of services to support your wealth, your legacy, and your future.

Wealth Planning

Comprehensive wealth planning designed to protect, grow, and sustain your financial future.

Investment Management

Expertly managed investments tailored to your goals, risk, and future vision.

Proactive Tax Planning

Expert tax guidance that anticipates change and maximizes long-term efficiency.

Retirement Planning

Personalized guidance to turn your savings into a secure, lasting retirement plan.

Estate Planning

Comprehensive estate planning designed to protect your legacy and preserve family wealth.

Charitable Planning / Philanthropy

Strategic charitable planning that aligns your wealth with your values.

Private Client Suite

Expert fiduciary guidance to help you manage, grow, and protect your wealth.

Athletes & Artists Wealth Advisory

Personalized wealth strategies designed to simplify complexity and safeguard your future.

Employer Retirement Plans

Fiduciary-focused retirement plan solutions that help employers support their teams and stay compliant.

Affiliations & Partnerships

Our affiliations and partnerships connect us with leading organizations, providing additional expertise, access to broader resources, and collaborative insights. These relationships enhance the services we offer, supporting our goal of delivering comprehensive, client-focused wealth management solutions tailored to your unique financial needs.

SAX

SAX Wealth Advisors is a wholly owned subsidiary of SAX, a nationally ranked accounting, tax, and advisory firm. With close to 70 years of experience serving businesses, nonprofits, and high-net-worth individuals, this affiliation provides deep expertise and resources, enabling us to deliver integrated, personalized wealth management and advisory solutions.

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NAPFA

SAX Wealth Advisors is a member of the National Association of Personal Financial Advisors (NAPFA), an organization dedicated to advancing Fee-Only financial planning and fiduciary principles. NAPFA sets strict standards for professional competency and comprehensive planning, reinforcing our commitment to transparent, client-focused wealth management services.

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Our holistic process includes:

At SAX Wealth Advisors, we partner with you through every big moment and decision. Our tailored strategies are designed to help protect what you’ve built, help grow your wealth thoughtfully, and transition it smoothly.

Our Process: Guiding Your Financial Journey

At SAX Wealth Advisors, we don’t just build financial plans—we build lifelong partnerships. Your life evolves, and your financial strategy should evolve with it. Our process is designed to uncover what matters most to you, create a tailored plan, and support you with proactive guidance and ongoing clarity every step of the way.

Complimentary Discovery Meeting

Your first meeting with SAX Wealth Advisors is a complimentary discovery session. This is an opportunity for you to ask questions about our approach, while we gain a thorough understanding of your financial landscape—including goals, anticipated life events, current investments, assets, insurance, estate documents, income, and expenses. By understanding all the moving parts, we can design strategies tailored to you and your family.

Portfolio Analysis Report

During our second meeting, we provide a comprehensive risk analysis of your current portfolio and discuss high-level recommendations. We review your goals, upcoming life events, and objectives to illustrate how they integrate into your financial plan. Feedback on your insurance portfolio and retirement needs is also included, giving you clarity and confidence in your personalized roadmap before any engagement decisions.

Road Map & Implementation

If you choose to engage SAX Wealth Advisors, this meeting focuses on executing the agreed-upon recommendations. We discuss specific changes to your investment and insurance portfolios, the steps needed to enable effective portfolio management, and any additional items required to move forward. Recommendations are implemented systematically and efficiently. You’ll also have access to our secure Client Portal, where vital documents—like wills, trusts, insurance policies, and passports—can be safely stored for easy access.

Ongoing Guidance

We maintain regular quarterly or semi-annual meetings to review portfolio performance, answer questions, reaffirm goals, and address life events requiring plan adjustments. Our ongoing guidance helps you remain on track to meet your financial objectives.

Ready to take the first step?

Connect with a SAX Wealth Advisor for a complimentary consultation and experience the guidance, clarity, and partnership that support your financial life at every stage.

Start Here.