About Advisory Service
At SAX Wealth Advisors, we help investors navigate markets with clarity, discipline, and a long-term focus. Combining fiduciary guidance, sophisticated strategies, and personalized oversight, we manage portfolios designed to help clients achieve their objectives by accounting for both risk and return. From investment selection and asset allocation to tax-efficient strategies and alternative opportunities, our goal is simple: to preserve, grow, and optimize your wealth while keeping your financial goals front and center.
Fiduciary Guidance You Can Trust
We act as a true fiduciary, ensuring all investment advice is aligned solely with your objectives. As a fee-only advisor, we’re able to evaluate unique investment solutions without creating any conflicts of interest or misalignment of incentives with our clients. Every recommendation, from asset allocation to rebalancing strategy, is designed to optimize returns, reduce risk, and give you confidence in your financial future.
Disciplined Investment Selection & Monitoring
Our team carefully selects and closely monitors investments to build diversified, resilient portfolios. Using robust research and real-time data, we make informed decisions while minimizing unnecessary risk. Through ongoing evaluation, timely rebalancing, and proactive adjustments, we ensure your portfolio remains aligned with your objectives, market conditions, and risk tolerance for consistent, long-term performance.
Tax-Efficient Strategies for Growth
We integrate advanced strategies such as tax loss harvesting, direct indexing, and strategic asset location to help optimize after-tax returns. By anticipating potential tax liabilities and planning proactively, we aim to reduce drag on your investments. This approach maximizes growth opportunities, preserves capital, and ensures your wealth grows efficiently over time — supporting both your short-term goals and long-term vision.
Personalized Portfolio Oversight & Rebalancing
Each portfolio receives tailored attention to stay aligned with your goals and risk profile. We emphasize portfolio rebalancing, cash management, and performance reviews to help ensure each client’s portfolio is consistent with their objectives through different market cycles. With a hands-on, personalized approach, our advisors deliver proactive guidance that adjusts to your evolving circumstances while maintaining disciplined, long-term wealth-building strategies.
Alternative Investments & Diversification
Beyond traditional markets, we explore private and alternative investment opportunities to enhance diversification and potential returns. Asset classes like private equity and private credit can be complementary to traditional public equities and fixed income portfolios. Integrating private market investments into a traditional 60/40 portfolio can help reduce volatility, albeit in a more illiquid investment, and offer differentiated returns.
Secure, Transparent, and Collaborative
With third-party custodians, a secure client portal, and fully transparent fees, your investments are managed with integrity and oversight. Our collaborative approach ensures you are informed, involved, and confident in every decision. By combining sophisticated tools, expert advice, and open communication, we deliver an investment experience that is both secure and designed to help you achieve your long-term financial goals.