Wealth arm of SAX, a top 60 accounting firm, rises seven spots on Accounting Today’s 2026 Wealth Magnets list. Parsippany, NJ Headquarters, June 23, 2026 – SAX Wealth Advisors, LLC (SAXWA), a registered investment advisory firm and financial planning subsidiary of SAX, a Top 60 accounting, tax, and advisory firm, announces its ranking at #14 […]
The weather is heating up outside, and financial markets are matching the temperature following a remarkable nine-week winning streak that has propelled the S&P 500 to new all-time highs. This fundamental earnings momentum leads us into a summer of highly anticipated, high-heat milestones, including the SpaceX IPO on June 12, which naturally raises the question […]
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. […]
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, […]
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 […]
In this month’s update, Chief Investment Officer Les Vasvari shares his perspective on the shifting market landscape and what the recent broadening of market leadership may mean for investors. To help you navigate these shifts from a total-wealth perspective, we have also included insightful commentary from our in-house tax expert, Gregg Munn, on tax liability […]
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 […]
Dear Clients and Friends, I am writing to you today with great enthusiasm to wish you a happy New Year and to introduce myself as SAX Wealth Advisors’ first Chief Investment Officer (CIO). It is a privilege to take on this responsibility, and I am deeply committed to the trust you have placed in our […]
SAX Wealth Advisors, LLC (SAXWA), a registered investment advisory firm and financial planning subsidiary of SAX, a Top 100 accounting, tax, and advisory firm, is proud to announce that it has been once again recognized as one of Newsweek’s America’s Top Financial Advisory Firms 2026. SAX Wealth Advisors earned this honor by demonstrating strong performance […]
