Parsippany, NJ Headquarters, July 9, 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 #29 on Accounting Today‘s List of Top Firms by Assets Under Management (AUM). This prestigious “Wealth Magnet” designation places SAXWA […]
Sax Wealth Advisors Recognized as Top Financial Firm in U.S. for Sixth Consecutive Year Parsippany, NJ, September 18, 2023 – Sax Wealth Advisors, LLC, a registered investment advisory firm and financial planning subsidiary of Top 100 accounting, tax and advisory firm, SAX, has been named to Accounting Today’s 2023 class of the Top 150 CPA […]
Parsippany, NJ, September 22, 2022 — Sax Wealth Advisors, LLC, a registered investment advisory firm and financial planning subsidiary of Top 100 accounting, tax and advisory firm, SAX, has announced the addition of Michael Falco, CFA® as Director of Operations and Chief Compliance Officer effective September 1, 2022. Michael Falco brings over 15 years of […]
JULY 6, 2022; Parsippany, NJ: – Sax Wealth Advisors, LLC, a registered investment advisory firm and financial planning subsidiary of Top 100 accounting, tax and advisory firm, SAX, has been named to Accounting Today’s 16th annual “Wealth Magnets” list recognizing the Top 150 CPA firms in financial planning nationwide. It is the fifth consecutive year […]
FRIDAY, JUNE 19, 2020; CLIFTON, NJ: – SAX Wealth Advisors, a registered investment advisory firm and financial planning subsidiary of Top 100 accounting, tax and advisory firm, SAX, is proud to announce their inclusion on Accounting Today’s 14th annual “Wealth Magnets” list, comprised of the Top 150 CPA Firms by Assets Under Management (AUM). SAX […]
MONDAY, JULY 15, 2019 — CLIFTON, NJ: 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 on the 2019 edition of the Financial Times 300 Top Registered Investment Advisers (RIA). This list recognizes the top 300 independent RIA firms […]
THURSDAY, JUNE 13, 2019; CLIFTON, NJ: – 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 13th annual “Wealth Magnets” list, comprised of the Top 150 CPA Firms by Assets Under Management (AUM). SAX Wealth Advisors […]
Clifton, NJ, April 1, 2019 –––– Sax Wealth Advisors LLC, an independent registered investment advisory firm with offices in Clifton, NJ, Pennington, NJ and New York City, has announced the addition of Stuart B. Herrmann, CFP®, CPA as Wealth Advisor effective April 1, 2019. Previously, Stuart served as an Investment Advisor Representative and Chief Compliance Officer […]
Sax Wealth Advisors, a registered investment advisory firm and financial planning subsidiary of accounting, tax and advisory firm, SAX, is proud to announce it has been named to Financial Advisor Magazine’s 2018 edition of the Top 50 Fastest-Growing RIAs (Registered Investment Advisors) in the United States. Financial Advisor Magazine’s list of the “Top 50 Fastest-Growing […]
