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 […]
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 […]
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 […]
Clifton, NJ, October 27, 2017 – Sax Wealth Advisors (SWA), an independent registered investment advisory firm with offices in northern New Jersey and New York City, has been approved to join the National Association of Personal Financial Advisors (NAPFA). This is one of the country’s leading professional associations of Fee-Only advisors that provide support and […]
