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 […]
Parsippany, NJ Headquarters, October 9, 2025 – 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 recognized as one of InvestmentNews’ 2025 “5-Star RIA Firms.” This esteemed recognition highlights top-performing Registered Investment […]
Parsippany, NJ – August 4, 2025 — SAX Wealth Advisors, an independent registered financial advisory firm and affiliate of SAX, is proud to announce its ranking as the #31 Fastest-Growing RIA Firm in the Nation by Financial Advisor magazine. The firm moved up six spots since last year, reflecting continued growth, strategic expansion, and an […]
Parsippany, NJ Headquarters, June 18, 2025 – SAX Wealth Advisors, LLC (SAXWA), a registered investment advisory firm and financial planning subsidiary of SAX, a Top 100 accounting, tax, and advisory firm, announces its ranking at #21 on Accounting Today’s 2025 List of Top Firms by Assets Under Management (AUM), moving up 8 spots from this […]
Recognition Highlights Firm’s Commitment to Excellence and Client Service December 12, 2024 – Parsippany, NJ – SAX Wealth Advisors, an independent registered investment advisor and wholly owned subsidiary of SAX, today announced its inclusion in Newsweek’s list of the Top Financial Advisory Firms for 2025. We believe the recognition underscores the firm’s commitment to offering […]
Parsippany, NJ Headquarters, August 7, 2024 – SAX Wealth Advisors, LLC (SAXWA), a registered investment advisory firm[1] and financial planning subsidiary of SAX, a Top 100 accounting, tax, and advisory firm, announces its ranking at #37 on Financial Advisor’s List of Top 50 Fastest-Growing Firms by Assets Under Management (AUM). This is the first year […]
