SAX Wealth Advisors Welcomes Weingarten Associates
Parsippany, NJ, November 12, 2026: SAX Wealth Advisors, a leading independent wealth management firm and part of SAX Advisory Group, today announced the acquisition of Weingarten Associates, LLC, a Lawrenceville, NJ, based firm providing holistic financial planning, investment management and tax planning and preparation.
The transaction took effect October 1, 2026. It strengthens the firm’s presence in Central New Jersey, brings more than $220 million in assets under management to SAX Wealth Advisors, and adds two experienced professionals to the team:
- Ken Weingarten, CFP®, MBA joins as Partner and Wealth Advisor
- Trina Weingarten, CPA, MBA joins as Partner and Tax Strategist
Ken and Trina founded Weingarten Associates in 2003. They built the firm on a simple purpose: making a difference in clients’ lives through exceptional financial planning, investment management and tax advice. They measure progress by whether clients reach their goals, not by investment markers alone. The firm serves corporate executives and professionals, self-employed business owners, academics and librarians, and individuals and families with strong philanthropic goals.
“Ken and Trina have built a practice where financial planning, investment management and tax advice work together for every client. That is the same integrated approach we deliver at SAX,” said Kyle Stawicki, Managing Partner of SAX Wealth Advisors. “Their evidence-based investment philosophy and long-standing client relationships fit naturally with our platform. We’re excited to welcome them and their clients, and we look forward to a smooth transition.”
This marks SAX Wealth Advisors’ 8th acquisition of 2026, adding approximately $1.08 billion in assets under management, 12 team members and 1 office this year. SAX Wealth Advisors currently operates across 9 offices with more than 70 team members and over $6.56 billion in assets under management, including $1.17 billion in retirement plan assets.*
SAX Wealth Advisors remains focused on strategic expansion through partnerships with like-minded advisors and firms, reinforcing its mission to deliver comprehensive, forward-thinking financial guidance.
About SAX Wealth Advisors
SAX Wealth Advisors provides comprehensive wealth management services designed to help individuals, families and business owners pursue their financial goals with clarity and confidence. With a focus on personalized guidance, strategic planning and long-term relationships, SAX Wealth Advisors delivers tailored solutions that support clients through every stage of life.
Disclosures
* Firm assets include approximately $5.39B in regulatory assets under management (RAUM) and $1.17B in assets under advisement (AUA) as of 08/13/2026. Retirement plan assets may include both RAUM and AUA.