Skip to content
Sax Advisory Group SAX Capitol Advisory SAX Technology
Client Login Make a Payment Schedule Your Consultation
Sax Wealth Advisors

Disclosures

Disclosures

“SAX” is the brand name under which SAX LLP and Sax Advisory Group LLC and its subsidiary entities provide professional services. SAX LLP and Sax Advisory Group LLC (and its subsidiary entities) practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards. SAX LLP is a licensed independent CPA firm that provides attest services to its clients, and SAX Advisory Group LLC and its subsidiary entities provide tax and business consulting services to their clients. SAX Advisory Group LLC and its subsidiary entities are not licensed CPA firms.
© 2025 SAX Wealth Advisors, LLC

SAX Wealth Advisors LLC (“SAX Wealth Advisors”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where SAX and its representatives are properly licensed or exempt from licensure.

SEC registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the commission. SAX Wealth Advisors only transacts business in states in which it is properly registered or is excluded or exempted from registration. A copy of SAX Wealth Advisors current written disclosure brochure filed with the SEC which discusses among other things, SAX Wealth Advisors’ business practices, services and fees, is available through the SEC’s website at: www.adviserinfo.sec.gov.

Terms of Service

Welcome to the website of SAX Wealth Advisors (“we,” “our,” or “us”). By accessing or using www.saxwa.com (the “Website”), you agree to comply with and be bound by these Terms & Conditions. Please read them carefully. If you do not agree, you should not use this Website.

1. Use of Website

  • This Website and its content are provided for informational purposes only and do not constitute investment, financial, legal, or tax advice.
  • You agree to use the Website only for lawful purposes and in a manner consistent with applicable laws and regulations.
  • We reserve the right to restrict, suspend, or terminate access to the Website at our sole discretion.

2. No Investment Advice

  • Nothing on this Website constitutes a recommendation or solicitation to buy or sell securities or other investments.
  • Past performance is not indicative of future results.
  • You should consult with a qualified financial advisor before making any investment decisions.

3. Intellectual Property

  • All content on this Website, including text, graphics, logos, and images, is the property of SAX Wealth Advisors or its licensors and is protected by copyright, trademark, and other laws.
  • You may view and print content for personal, non-commercial use only.
  • You may not reproduce, distribute, modify, or create derivative works without our prior written consent, or as permitted by law/regulation.

4. Third-Party Links

  • The Website may contain links to third-party sites. These are provided for convenience only, and we do not endorse or control their content.
  • We are not responsible for any damages or losses arising from your use of third-party websites.

5. Disclaimers

  • The Website and its content are provided “as is” without warranties of any kind, express or implied.
  • We do not guarantee that the Website will be error-free, secure, or uninterrupted.
  • To the fullest extent permitted by law, we disclaim all liability for damages arising from use of the Website.

6. Limitation of Liability

  • SAX Wealth Advisors shall not be liable for any direct, indirect, incidental, consequential, or punitive damages resulting from your access to or use of the Website.
  • Some jurisdictions do not allow limitations of liability, so these provisions may not apply to you.

7. Indemnification

You agree to indemnify and hold harmless SAX Wealth Advisors, its affiliates, officers, employees, and agents from any claims, liabilities, damages, or expenses arising from your use of the Website or violation of these Terms.

8. Governing Law

These Terms shall be governed by and construed in accordance with the laws of the State of New Jersey, without regard to its conflict of law provisions.

9. Changes to Terms

We may update these Terms from time to time. Updates will be posted on this page with a revised effective date. Your continued use of the Website after changes are posted constitutes acceptance of the new Terms.

10. Contact Us

If you have questions about these Terms, please contact us:

SAX Wealth Advisors
389 Interpace Parkway, Suite 3
Parsippany, NJ 07054
P: (973) 859-2199

recognition

Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly-rated adviser does not ensure that a client or prospective client will experience a higher level of performance. These ratings should not be construed as an endorsement of the adviser by any client. SAX Wealth Advisors has not provided direct or indirect compensation for the ranking.

1. SAX Wealth Advisors Earns 5Star Status in InvestmentNews 2025 Rankings

Award Methodology

The 5-Star RIA Firms list was released on September 9, 2025 and recognizes the nation’s top-performing wealth management firms, setting a benchmark for excellence in the industry.
 
Firms are selected based on objective criteria including assets under management (AUM), AUM growth, and the number of new clients acquired organically over the past 12 months. All submitted data undergoes a rigorous verification process.
 
To qualify for inclusion, firms must manage a minimum of $1 billion in AUM in 2024. This recognition highlights best-in-class Registered Investment Advisors across the country who demonstrate consistent growth, strong client engagement, and overall excellence in wealth management.

2. SAX Wealth Advisors Named a Top 50 Fastest-Growing RIA by Financial Advisor

Award Methodology

Financial Advisor’s RIA Survey ranks independent registered investment advisory (RIA) firms based on their year-end assets under management (AUM). To be considered, firms must be independent, file their own Form ADV with the SEC, and offer financial planning and related services to individual clients.

The ranking is determined by AUM figures voluntarily submitted by firms through FA’s annual survey, with firms listed from largest to smallest based on reported AUM. To qualify for inclusion in the 2025 print edition of Financial Advisor magazine, firms must have at least $500 million in AUM as of December 31, 2024.

Hybrid RIAs, corporate RIA firms, and investment advisor representatives (IARs) are not eligible for this survey.

3. SAX Wealth Advisors Ranks #21 in the Nation by Accounting Today

Award Methodology

This ranking was released on June 3, 2025 based on assets under management from the date of submission to a recent quarter-end, but in no case was it earlier than year-end 2024.

The list was compiled by the editors of Accounting Today based on submissions by individual firms. Over 200 financial advisors participated in the survey. No compensation was provided to any participant nor was a subscription required to participate.

Rankings are based exclusively on information prepared by the participating firms and/or submitted to Accounting Today. As such, rankings are limited to the participating advisors.