About Advisory Service
At SAX Wealth Advisors, we view wealth as a long-term journey — one that demands clarity, discipline, and a strategy tailored to your life and values. Our advisory process goes far beyond investing, combining advanced planning tools, extensive knowledge, and proactive guidance across every financial dimension to help you protect, grow, and confidently steward your wealth today and for generations.
Planning Built With Purpose and Precision
Using advanced planning software and deep advisory approach, we create customized strategies that reflect your values, family goals, and long-term priorities. From retirement to education to legacy preservation, we bring clarity to complex decisions and empower you to move forward confidently with a plan designed intentionally for your life — not a template.
Financial Literacy for Every Generation
We don’t just manage wealth — we help families understand it. Our advisors encourage multi-generational conversations, mentoring children and young adults in financial literacy so they can build confidence, wisdom, and responsibility around money. By strengthening financial decision-making across generations, we help families work toward preserving and stewarding their wealth.
Deep Financial Analysis That Drives Action
Your financial life is dynamic — and we measure what matters. We conduct detailed asset, liability, and cash-flow analysis to optimize liquidity, reduce risk, and align capital with your goals. With full account aggregation and ongoing monitoring, we give you a real-time, birds-eye view of your entire financial life — empowering smarter, faster, more informed decisions.
Tax-Forward Strategy, Not Tax-Season Reaction
Taxes influence every financial decision — so we plan proactively, not retroactively. Our advisory and in-house tax advisors collaborate to identify opportunities that improve after-tax outcomes, structure assets efficiently, and minimize liabilities across income, investments, estates, and charitable giving. This integrated approach turns tax planning into a year-round strategic advantage — not a once-a-year event.
Access to Opportunities Beyond Public Markets
High-net-worth investors have access to diversification beyond traditional portfolios. We provide disciplined access to private investments and guidance on real estate transactions and risk aligned insurance planning – creating flexible, multi-dimensional portfolios built to weather markets and support your evolving life goals.
Legacy, Family, and Philanthropy-Focused Planning
Your wealth has purpose — and we help you develop strategies intended to preserve and transfer wealth according to your values. Whether designing foundational estate plans or working seamlessly with your legal team, we support asset protection and thoughtful legacy transfer. For families motivated by impact, we develop charitable strategies that maximize giving outcomes and tax efficiency while honoring your vision for generational stewardship.