We’re excited to welcome Anthony Gomez, AIF® and Jesse Monzon as Retirement Plan Advisors in our Parsippany, NJ office. Anthony brings over a decade of industry experience specializing in employer-sponsored retirement plans. With prior leadership roles at Principal Financial Group and ADP Retirement Services, he partners with plan sponsors to create retirement solutions that drive […]
Arbor Financial has joined SAX Wealth Advisors. We’re excited to share that as of December 31, 2025, Arbor Financial is now part of SAX Wealth Advisors, the registered investment advisory arm of SAX Advisory Group. This is a significant step forward for our firm, our team, and most importantly, our clients. What stays the same […]
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 […]
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 once again recognized as one of Newsweek’s America’s Top Financial Advisory Firms 2026. SAX Wealth Advisors earned this honor by demonstrating strong performance […]
Thinking about buying property abroad—for diversification, income, retirement, or lifestyle? Before you make a move, it’s essential to understand the financial, tax, and legal implications that come with international real estate ownership. In this webinar, Jennifer Leong, CFP®, Partner at SAX Wealth Advisors, and Lisa Goldman, CPA, TEP, Partner at SAX Advisory Group & Head […]
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 […]
