Sep 22, 2022 - Future-Focused Sax Wealth Advisors Expands Leadership Team and Firm Operations with Addition of Michael Falco, CFA®
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 LLP, 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 experience helping advisors grow their business through increasing efficiencies, streamlining workflows, and simplifying investment processes. Mike will lend his expertise to Sax Wealth Advisors, Sax’s wealth management arm, by building on the foundation of the firm from the inside out. He will spearhead non-advisor functions such as firm operations and compliance and will leverage his advisor relationships to source the right advisors to absorb through acquisition. Mike will also be tasked with overseeing the advisory firm’s onboarding process to ensure a seamless transition post-acquisition. As Chief Compliance Officer, he will oversee Sax Wealth Advisors’ compliance program.
“Michael is a strategic addition to Sax Wealth Advisors as he will further strengthen and expand our abilities to grow organically and through meaningful acquisitions,” said Kyle Stawicki, Managing Partner of Sax Wealth Advisors. “Michael has made a name for himself educating advisors on complex investment opportunities and helping wealth management firms identify new opportunities and efficiencies that align with their goals. The addition of Mike Falco was made with those we serve top of mind, as his expertise will in-turn improve the client experience and bring our advisor capabilities to the next level.”
Prior to joining Sax Wealth Advisors, Mike was a Regional Director and Manager at Dimensional Fund Advisors where he led a team of colleagues across three different U.S. offices and was responsible for serving hundreds of financial advisory firms from coast-to-coast.
“I am thrilled to join the rapidly growing team at Sax Wealth Advisors, and I am excited to lend my knowledge and expertise as we position ourselves for continued organic growth and growth through acquisition,” said Michael. “Through my role, I will seek to enhance the firm’s already solid foundations of investment philosophy, company culture, client service, and compliance so that we can harness the existing talent of the firm and ensure we are properly built to sustain future growth.”
ABOUT SAX WEALTH ADVISORS LLC
Sax Wealth Advisors is an independent registered investment advisor offering financial services built on integrity and meaningful client relationships. The firm is recognized by the National Association of Personal Financial Advisors (NAPFA) as a fee-only firm and has offices in Parsippany, NJ, Pennington, NJ, and New York City, NY. The firm provides customized investment and financial solutions for individual wealth management, in addition to employer retirement plans. Sax Wealth Advisors is a wholly owned subsidiary of Top 100 accounting, tax and consultancy firm Sax LLP. For more information, visit www.saxwa.com.