Meet the Experts Behind Your Success

Brian is a Partner and Wealth Advisor at SAX Wealth Advisors with more than 30 years of experience advising high-net-worth individuals and families. He specializes in comprehensive financial planning, retirement planning, investment strategy, business succession planning, and trust and estate planning.

Brian works closely with clients to translate their goals and long-term aspirations into clear, actionable financial strategies. By establishing a thoughtful planning foundation, he helps clients align their investment portfolios with their risk tolerance and long-term objectives. Known for his candid and collaborative approach, Brian fosters open conversations that empower clients to make confident financial decisions.

Brian’s insights on financial planning and wealth management have been featured in several national publications and media outlets, including The New York Times, USA Today, U.S. News & World Report, Accounting Today, CBS MoneyWatch, and AARP.

Brian resides in New Jersey with his wife, Bonnie. Outside of work, he enjoys boating, fishing, cycling, and traveling.