Meet the Experts Behind Your Success

Kristina Cassidy serves as Private Client Concierge and Relationship Manager at SAX Wealth Advisors, where she plays a key role in delivering a highly personalized, white-glove experience to high-net-worth individuals, athletes, artists, and family offices. She combines relationship management with operational excellence to ensure that every client interaction is seamless, thoughtful, and strategically aligned.

As a trusted point of contact, Kristina guides clients through the onboarding process, account structuring, and ongoing service coordination with precision and discretion. She works closely with advisors, custodians, attorneys, CPAs, and internal teams to facilitate smooth asset transitions, maintain documentation integrity, and ensure proactive communication across all aspects of the client relationship.

Kristina is known for her responsiveness, attention to detail, and ability to anticipate needs before they arise. Her approach blends elevated service with disciplined execution, reinforcing the trust and continuity that sophisticated families expect from their advisory team.

Through a relationship-first mindset and strong operational leadership, she helps create a client experience that reflects the standards and values of SAX Wealth Advisors.