At SAX Wealth Advisors, our team is the foundation of everything we do. Each advisor brings deep financial expertise, fiduciary focus, and a personalized approach to every client relationship. Together, we help you make confident, informed decisions through every stage of your financial life—building trust, providing perspective, and supporting your goals with long-term dedication.
Partner, Wealth Advisor
Principal, Wealth Advisor
Partner, Wealth Advisor
Wealth Advisor
Partner, Wealth Advisor
Wealth Advisor
Client Relationship Associate
Associate Wealth Advisor
Wealth Advisor
Principal, Wealth Advisor
Principal, Wealth Advisor
Retirement Plan Advisor
Partner, Wealth Advisor
Principal, Wealth Advisor
Partner, Athletes & Artists Leader
Principal, Wealth Advisor
Associate Wealth Advisor
Principal, Wealth Advisor
Wealth Advisor
Wealth Advisor
Principal, Wealth Advisor
Partner, Wealth Advisor
Partner, Wealth Advisor
Principal, Wealth Advisor
Wealth Advisor
Managing Partner, Wealth Advisor
Associate Wealth Advisor
Associate Wealth Advisor
Principal, Wealth Advisor
Wealth Advisor
Director of Investment Strategy
Portfolio Analyst and Trading Associate
Chief Investment Officer
Associate Financial Planner
Senior Financial Planning and Tax Advisor
Director of Advanced Planning and Trusts
Retirement Plan Advisor
Retirement Plan Advisor
Retirement Plan Advisor
Partner, Retirement Plan Leader
Retirement Plan Associate
Retirement Plan Associate
Director of Client Services
Client Service Associate
Private Client Concierge
Client Service Associate
Client Service Associate
Client Service Associate
Client Service Associate
