Meet the Experts Behind Your Success

Kirk E. Loerwald, CFP®, MBA, AIF®, is a Partner at SAX Wealth Advisors and leads the firm’s Athletes & Artists division, providing complete financial management for professional athletes, artists, and high-net-worth families. He specializes in serving individuals with dynamic income cycles, complex tax exposure, and compressed earning windows — helping them convert peak earnings into financial independence and multi-generational wealth.

He leads a comprehensive advisory platform designed to support the full financial lifecycle of professional talent — from pre-contract planning through career transitions and long-term legacy strategy. The division brings together disciplined investment management, structured cash flow planning, advanced risk protection — including disability and loss-of-value coverage — and coordinated tax and estate planning to create a cohesive, forward-looking wealth strategy tailored to each client.

Known for combining strategic investment oversight with concierge-level service, he is a valued partner to agents, attorneys, CPAs, and industry professionals across the sports and entertainment landscape. Serving as a first call for major financial decisions, he emphasizes clarity, structure, and proactive guidance — helping every element of a client’s financial life be aligned, well-coordinated, and positioned for long-term stability beyond their playing or performance years.

Prior to joining SAX Wealth Advisors, Kirk served as Senior Vice President at Key Private Bank, advising high-net-worth individuals and families on advanced planning, fiduciary oversight, and portfolio management, including liquidity events, trust structuring, and complex estate strategies.

Kirk is a CERTIFIED FINANCIAL PLANNER™ and Accredited Investment Fiduciary® professional, bringing strategic leadership, integrity, and long-term partnership to every client relationship.