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.
Director of Client Services
Partner, Wealth Advisor
Client Service Associate
Director of Investment Strategy
Partner, Wealth Advisor
Partner, Wealth Advisor
Wealth Advisor
Client Relationship Associate
Principal, Wealth Advisor
Client Service Associate
Associate Wealth Advisor
Client Service Associate
Wealth Advisor
Analyst and Trading Associate
Principal, Wealth Advisor
Chief Operations Officer / Chief Compliance Officer
Retirement Plan Advisor
Partner, Wealth Advisor
Principal, Wealth Advisor
Principal
Retirement Plan Advisor
Associate Wealth Advisor
Client Service Associate
Principal, Wealth Advisor
Senior Financial Planning and Tax Advisor
Principal, Wealth Advisor
Wealth Advisor
Principal, Wealth Advisor
Partner, Wealth Advisor
Portfolio Analyst and Trading Associate
Partner, Wealth Advisor
Principal, Wealth Advisor
Partner, Retirement Plan Leader
Wealth Advisor
Retirement Plan Associate
Managing Partner, Wealth Advisor
Retirement Plan Associate
Associate Wealth Advisor
Associate Wealth Advisor
Client Service Associate
Chief Investment Officer
Client Service Associate
Wealth Advisor
