Apr 01, 2019 - Sax Wealth Advisors Adds The Practice of Stuart B. Herrmann, CFP®, CPA To Expanding Team of Wealth Advisors
Clifton, NJ, April 1, 2019 –––– Sax Wealth Advisors LLC, an independent registered investment advisory firm with offices in Clifton, NJ, Pennington, NJ and New York City, has announced the addition of Stuart B. Herrmann, CFP®, CPA as Wealth Advisor effective April 1, 2019.
Previously, Stuart served as an Investment Advisor Representative and Chief Compliance Officer at Chadwick Wealth Management, LLC, based in Fair Lawn, NJ and has over 35 years of experience in the finance, accounting and insurance industries. Stuart is a Certified Financial Planner™ practitioner, and a Certified Public Accountant. Stuart has served the wealth management needs of individuals and businesses, specializing in investing principles and strategies, retirement investing and distribution strategies, estate conservation issues, and risk management analysis.
“I am very much looking forward to continuing to serve and nurture my long-standing client relationships under the Sax Wealth Advisors banner,” said Stuart Herrmann. “I firmly believe in the principles and investment philosophies that Sax Wealth Advisors follow and intend to utilize our combined expertise to best serve our clients.”
With the merge of Stuart B. Herrmann’s practice, Sax Wealth Advisors now provides guidance on approximately $1.150 billion of collective assets.
“Stuart Herrmann’s high standards of professional integrity and client service makes him a great fit for Sax Wealth Advisors,” said Kyle Stawicki, Partner-in-Charge of Sax Wealth Advisors. “He has greatly demonstrated results and expertise and will prove to be a vital asset to the firm.”
Stuart is currently serving on the Boards of Fair Lawn Rotary, The Rotary Foundation of Fair Lawn, Inc., Fair Lawn Chamber of Commerce Inc., and the Fair Lawn Economic Development Corp. He previously served on the Boards of the Fair Lawn Jewish Center, Library Board and The Radburn Association.
About Sax Wealth Advisors LLC
Sax Wealth Advisors is an independent registered investment advisory firm offering financial services built on integrity and meaningful client relationships. With offices in Clifton, NJ, Pennington, NJ and New York City, the firm provides customized investment and financial solutions for individual wealth management and employer retirement plans. Sax Wealth Advisors is a wholly owned subsidiary of accounting and consultancy firm Sax LLP. For more information, visit www.saxwa.com.