Guy McPhail, Principal at Sax Wealth Advisors, was featured in NJCPA Magazine and provided insight on how the tax law changes may impact financial planning. Many of us have been busy with educating clients on the 2018 tax law changes. As a CPA Financial Planner, I have had more questions regarding how tax law effects […]
Sax Wealth Advisors, a registered investment advisory firm and financial planning subsidiary of accounting, tax and advisory firm, SAX, is pleased to announce its inclusion in the 2018 edition of the Financial Times 300 Top Registered Investment Advisers (RIA). The list recognizes the top 300 independent RIA firms from across the U.S. RIA firms were […]
Sax Wealth Advisors, a registered investment advisory firm and financial planning subsidiary of accounting, tax and advisory firm, SAX, is proud to announce their inclusion on Accounting Today’s 12th annual “Wealth Magnets” list, comprised of the Top 150 CPA Firms by Assets Under Management (AUM). Sax Wealth Advisors was ranked number 33 out of the […]
Article by The New York Times
The Centers for Medicare and Medicaid Services (CMS) has announced they will begin issuing new red, white and blue Medicare cards that no longer show Social Security Numbers (SSNs). Beginning this month, April 2018, and concluding by April 2019, CMS will mail new identification cards to Medicare’s 55 million beneficiaries in an effort to protect […]
Co-written by Marie DeCaprio CFA®, CFP® and Jeremy Rhen, CFP®
Written by: Joseph Piela, CFP®, Portfolio Advisor with Sax Wealth Advisors
Clifton, NJ, December 15, 2017 – Sax Wealth Advisors (SWA), an independent registered investment advisory firm with offices in northern New Jersey, central New Jersey and New York City, has announced the acquisition of The GM Financial Group, LLC based in Pennington, NJ. The addition of The GM Financial Group’s approximately $140 million of assets […]
Co-written by Marie DeCaprio CFA®, CFP® and Jeremy Rhen, CFP®
