Meet the Team

Kyle Stawicki

Kyle Stawicki, ChFC®

Partner-in-Charge

Education

  • BS in Finance, Lehigh University
  • Chartered Financial Consultant (ChFC), The American College

Community

As Partner-in-Charge of Sax Wealth Advisors, Kyle Stawicki leads a talented team of wealth management and investment professionals dedicated to achieving their clients’ financial goals. In addition to developing staff, providing strategic direction for the firm and other key leadership roles, Kyle delivers the Sax client experience to a wide range of private clients, families and qualified retirement plans. With more than a decade of experience as a wealth advisor and retirement plan fiduciary, he specializes in finding the financial solutions that fit each client’s specific needs and circumstances.

Kyle is a graduate of Lehigh University and a Chartered Financial Consultant. Outside of the office, he is a fitness and sports enthusiast who enjoys Crossfit, triathlons, bike riding and golf.

Awards & Honors

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