Your path to financial success starts here.
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.
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.
Stay in the know with news and updates that are relevant to you.
SAX Wealth Advisors welcomes Tamara Paulun, Director of Advanced Planning and Trusts, and shares why estate planning remains essential—even with higher federal exemptions. Recently, there has been a big fuss over the increased lifetime exemption moving up to $15 million (which can be combined to allow $30 million of exemption for married couples) under the One Big Beautiful Bill […]
2026 opened with a robust, broad-based rally that defied a backdrop of persistent macro uncertainty. Building on the momentum of late last year, January’s performance featured a welcome expansion in market breadth; value-oriented and economically sensitive areas stepped into the lead, not just in the U.S. but to the Emerging Markets and International Developed regions as well. While political headlines, ranging from the military […]
We’re excited to welcome Anthony Gomez, AIF® and Jesse Monzon as Retirement Plan Advisors in our Parsippany, NJ office. Anthony brings over a decade of industry experience specializing in employer-sponsored retirement plans. With prior leadership roles at Principal Financial Group and ADP Retirement Services, he partners with plan sponsors to create retirement solutions that drive […]
Here are some of the most recent stats and accolades we are proud of.
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.
Comprehensive wealth planning designed to protect, grow, and sustain your financial future.
Expertly managed investments tailored to your goals, risk, and future vision.
Expert tax guidance that anticipates change and maximizes long-term efficiency.
Personalized guidance to turn your savings into a secure, lasting retirement plan.
Comprehensive estate planning designed to protect your legacy and preserve family wealth.
Strategic charitable planning that aligns your wealth with your values.
Expert fiduciary guidance to help you manage, grow, and protect your wealth.
Personalized wealth strategies designed to simplify complexity and safeguard your future.
Fiduciary-focused retirement plan solutions that help employers support their teams and stay compliant.
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.
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.
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.
