Dear Clients and Friends, I am writing to you today with great enthusiasm to wish you a happy New Year and to introduce myself as SAX Wealth Advisors’ first Chief Investment Officer (CIO). It is a privilege to take on this responsibility, and I am deeply committed to the trust you have placed in our […]
Parsippany, NJ Headquarters, October 9, 2025 – SAX Wealth Advisors, LLC (SAXWA), a registered investment advisory firm and financial planning subsidiary of SAX, a Top 100 accounting, tax, and advisory firm, is proud to announce that it has been recognized as one of InvestmentNews’ 2025 “5-Star RIA Firms.” This esteemed recognition highlights top-performing Registered Investment […]
Parsippany, NJ – August 4, 2025 — SAX Wealth Advisors, an independent registered financial advisory firm and affiliate of SAX, is proud to announce its ranking as the #31 Fastest-Growing RIA Firm in the Nation by Financial Advisor magazine. The firm moved up six spots since last year, reflecting continued growth, strategic expansion, and an […]
Parsippany, NJ Headquarters, June 18, 2025 – SAX Wealth Advisors, LLC (SAXWA), a registered investment advisory firm and financial planning subsidiary of SAX, a Top 100 accounting, tax, and advisory firm, announces its ranking at #21 on Accounting Today’s 2025 List of Top Firms by Assets Under Management (AUM), moving up 8 spots from this […]
Many individuals have charitable intentions and want to ensure that their values are expressed through their giving. There are several ways to express this intent. We believe the simplest method is directly donating cash to the charity of one’s choice, which is typically the most frequently used method. However, there are other ways to give […]
Recognition Highlights Firm’s Commitment to Excellence and Client Service December 12, 2024 – Parsippany, NJ – SAX Wealth Advisors, an independent registered investment advisor and wholly owned subsidiary of SAX, today announced its inclusion in Newsweek’s list of the Top Financial Advisory Firms for 2025. We believe the recognition underscores the firm’s commitment to offering […]
What is values-based investing? Values-based investing originated in the 17th and 18th centuries when institutions like the Quakers, Methodists, and other religious groups avoided investing in slavery and alcohol. This style of investing has since evolved, and today, it has become widely known as a type of investment approach that integrates an investor’s personal values, […]
Qualified Small Business Stock (QSBS) represents an opportunity for investors, particularly those interested in startups and small businesses. Enacted as part of the U.S. tax code under Section 1202, QSBS can offer significant tax advantages, including the potential for substantial capital gains exclusions. This article provides an overview of QSBS, exploring its key features, […]
What is the Estate Tax Cliff? Death and Taxes are famously the only guarantees in life; estate and inheritance taxes uniquely combine these items. Many people are aware there is a federal estate tax; however, many states also assess an estate tax that can create a significant tax liability. This risk can be mitigated with […]
