As partner in charge of Sax Wealth Advisors, Kyle Stawicki, ChFC, leads a premier team of wealth management and investment professionals dedicated to achieving their clients’ financial goals. Kyle also serves as a member of Sax’s executive board.
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. He was named among the National Association of Plan Advisors’ Top 50 under 40 list in 2015. Outside the office, he is a fitness and sports enthusiast who enjoys Crossfit, triathlons, bike riding, and golf, and spending time with his wife Cara and his family.
Awards & Honors
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