Parsippany, NJ, August 20, 2026: SAX Wealth Advisors, a leading independent wealth management firm and part of SAX Advisory Group, today announced the acquisition of Lighthouse Financial, marking the firm’s second Florida office and further extending its advisory footprint. The transaction closed June 30, 2026, and brings approximately $350 million in assets under management to […]
SAX Wealth Advisors is proud to be recognized in Financial Advisor Magazine’s 2026 RIA Survey & Ranking, earning placement across all three of the survey’s categories: The Financial Advisor RIA Survey & Ranking is an annual industry benchmark, highlighting the top-performing independent advisory firms across the country based on assets under management (AUM) growth, overall […]
If you spent part of July on summer vacation, you may have checked your portfolio summary and concluded that not much happened while you were away. The S&P 500 finished essentially flat (-0.06%). Yet beneath that calm surface was one of the most significant, high-velocity rotations of the current market cycle. Ralph Acampora, a pioneer […]
Parsippany, NJ, August 5, 2026: SAX Wealth Advisors, a leading independent wealth management firm and part of SAX Advisory Group, today announced the completion of its acquisition of SFS Financial (Stawnychy Financial Services, Inc.), based in Kinnelon, NJ, further enhancing its advisory bench strength. The transaction, which officially closed on June 30, 2026, brings approximately […]
I hope everyone enjoyed a wonderful Fourth of July holiday with family and friends. Celebrating Independence Day always serves as a great reminder of American resilience. Back in 1776, the United States was the ultimate underdog, facing off against the world’s most dominant empire with little more than a raw conviction in its own long-term […]
You’ve ordered the extra-long twin sheets. You’ve stocked up on shower sandals, laundry detergent, and enough Ramen noodles to last a semester. You’ve double-checked the move-in date and mapped the drive to campus. But there’s one critical item missing from most college packing lists – and it has nothing to do with dorm room décor. […]
Wealth arm of SAX, a top 60 accounting firm, rises seven spots on Accounting Today’s 2026 Wealth Magnets list. Parsippany, NJ Headquarters, June 23, 2026 – SAX Wealth Advisors, LLC (SAXWA), a registered investment advisory firm and financial planning subsidiary of SAX, a Top 60 accounting, tax, and advisory firm, announces its ranking at #14 […]
The weather is heating up outside, and financial markets are matching the temperature following a remarkable nine-week winning streak that has propelled the S&P 500 to new all-time highs. This fundamental earnings momentum leads us into a summer of highly anticipated, high-heat milestones, including the SpaceX IPO on June 12, which naturally raises the question […]
Parsippany, NJ – May 11, 2026 — SAX Wealth Advisors, a leading independent wealth management firm, today announced the successful completion of four strategic acquisitions, further strengthening its national presence and expanding its advisory talent. These transactions collectively bring approximately $325 million in assets under management (AUM) and add four experienced advisors to the firm. […]
