03 Apr

Posted at 12:08h in

[vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="grid" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" z_index="" padding_top="60" padding_bottom="30"][vc_column offset="vc_hidden-sm vc_hidden-xs"][vc_empty_space height="100px"][/vc_column][vc_column][vc_column_text] Meet the Team [/vc_column_text][vc_empty_space height="20px"][vc_separator type="normal"][/vc_column][/vc_row][vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="grid" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" z_index=""][vc_column width="1/3"][vc_single_image image="7320" img_size="300x300" alignment="center" style="vc_box_circle_2" css="" qode_css_animation=""][vc_empty_space height="20px"][/vc_column][vc_column width="2/3"][vc_column_text] William Connor, CFA, CFP® [/vc_column_text][vc_column_text] Partner, Wealth Advisor [/vc_column_text][vc_column_text]New York, NY | 973.554.6938 wconnor@saxwa.com[/vc_column_text][button icon="fa-download"...

29 Mar

Posted at 12:15h in

[vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="grid" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" z_index="" padding_top="60" padding_bottom="30"][vc_column offset="vc_hidden-sm vc_hidden-xs"][vc_empty_space height="100px"][/vc_column][vc_column][vc_column_text] Meet the Team [/vc_column_text][vc_empty_space height="20px"][vc_separator type="normal"][/vc_column][/vc_row][vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="grid" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" z_index=""][vc_column width="1/3"][vc_single_image image="7323" img_size="300x300" alignment="center" style="vc_box_circle_2" css="" qode_css_animation=""][vc_empty_space height="20px"][/vc_column][vc_column width="2/3"][vc_column_text] Jennifer Leong, CFP® CIMA® [/vc_column_text][vc_column_text] Partner, Wealth Advisor [/vc_column_text][vc_column_text]New York, NY | 212.251.2379 jleong@saxwa.com[/vc_column_text][button icon="fa-download"...

01 Jan

Posted at 10:19h in

Jeremy Rhen is experienced working with high-net-worth families, closely held businesses and employer retirement plans....

01 Jan

Posted at 09:49h in

As Director of Retirement Plans for Sax Wealth Advisors, Eric serves as a dedicated resource for businesses and nonprofit organizations who sponsor a workplace retirement plan for their employees....

04 Feb

Posted at 15:10h in

Joseph Piela is an instrumental member of the Sax Wealth Advisors team and a partner at SAX....

04 Feb

Posted at 14:20h in

Marie DeCaprio has been managing portfolios, developing financial plans, offering investment advice and providing other wealth management services for more than 30 years....

04 Feb

Posted at 14:00h in

Matt was named partner at Sax in 2025 and is a CERTIFIED FINANCIAL PLANNER® (CFP®) with over a decade of experience....