Athletes and Artists Wealth Advisory

A Wealth Advisory Firm Providing Complete Management for the Financial Lives of Athletes and Artists.

Family is at the heart of everything we do. It’s not just about those under our roof—it extends to the homes of our clients we’re privileged to serve.

At SAX Wealth Advisors, we understand the unique financial lives of those in the sports and entertainment world—where careers can evolve quickly and complexity is the norm. For over 30 years, our team provides comprehensive wealth management with the insight, discretion, and care that high-profile clients rely on. We work behind the scenes and plan every aspect of our clients’ financial lives, even after their careers end.

Our Services Include:

Wealth Management & Financial Planning
We don’t sell proprietary products. Instead, we deliver best-in-class investment solutions aligned with your goals. Your portfolio is just the beginning, and we aim to help you see the full picture.

Collaborative, Personalized Advice
No two journeys are the same. That’s why we get to know you before any plan is created. You’re involved every step of the way and will feel educated, empowered, and in control.

Name, Image, and Likeness (NIL) Management
We work closely with student-athletes and their families to manage the complex landscape these young men and women are faced with. What was once a non-compensated sport is now a potentially complex and sophisticated financial environment. Our expertise in this area ensures these young men and women graduate to the next level maximizing every opportunity that is presented to them.

Estate Planning & Strategic Implementation
We help protect what matters most, from generational wealth transfers to customized strategies for long-term security.

Cash Flow & Lifestyle Management
Our financial plans are cash flow based, ensuring that the decisions that our clients make are not made in a vacuum. The importance of consistent periodic meetings to review budgets, bill pay, personal banking, major purchases and family support is necessary so that you can focus on your career and life.

Debt Management
We provide smart strategies to manage debt which creates financial breathing room now and for the future. We strongly encourage our clients to retire from their career in sports debt free.

Tax Planning & Preparation
From U.S. federal and state returns to foreign filings, our team manages the full scope of your tax picture with diligence and foresight.

Business Management
SAX has emerged as a premier tour and business manager for musicians worldwide. We establish tour budgets, vendor payment, and manage all areas of taxation for tours worldwide. Personal business management for individual artists is an area of expertise for SAX. We provide comprehensive financial management and are sensitive to the private nature of our clients’ lives.

Disclosure
SAX Wealth Advisors is an investment adviser in Parsippany, NJ. SAX Wealth Advisors is registered with the Securities and Exchange Commission (SEC). Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission. SAX Wealth Advisors only transacts business in states in which it is properly registered or is excluded or exempted from registration. A copy of SAX Wealth Advisors current written disclosure brochure filed with the SEC which discusses among other things, SAX Wealth Advisors business practices, services and fees, is available through the SEC’s website at: www.adviserinfo.sec.gov.

Please note, the information provided on this site is for informational purposes only and investors should determine for themselves whether a particular service or product is suitable for their investment needs. Please refer to the disclosure and offering documents for further information concerning specific products or services.