Sax Wealth Advisors, LLC is an independent registered investment advisor offering strategic long-term financial and estate planning built on trust, integrity and meaningful client relationships. With over $1 billion in collective assets, Sax Wealth Advisors is able to maintain a boutique-style firm feel, while having a larger overall focus on client’s financial goals.
As a wholly owned subsidiary of SAX LLP, an accounting, tax and advisory firm, Sax Wealth Advisors provides a wide range of solutions to help prepare for your future and enhance your financial position at every stage of life.
Sax Wealth Advisors is registered with the Securities Exchange Commission and complies with the highest fiduciary standards. We are Fee-Only advisors focused solely on your priorities and goals, and never on selling proprietary investment products.
Sax Wealth Advisors is a Fee-Only firm, meaning we have a fiduciary responsibility to act in our client’s best interest. We do not accept outside fees for any third-party services recommended to our clients, such as Insurance products or legal document creations.
Sax Wealth Advisors is an approved member of THE NATIONAL ASSOCIATION OF PERSONAL FINANCIAL ADVISORS (NAPFA) which is distinguished by the designations our advisors are required to maintain (Certified Financial Planner™) and their method of compensation. To become a member of NAPFA, a registered financial advisor must demonstrate a comprehensive approach to financial planning and provide examples of past financial planning to ensure they reach the highest level of standards.
According to NAPFA, members live by three important values: “Be the beacon for independent, objective financial advice for individuals and families; Be the champion of financial services delivered in the public interest; Be the standard bearer for the emerging profession of financial planning.”
Out of 300,000 financial advisors across the country, only 10% are approved Fee-Only advisors by NAPFA — Sax Wealth Advisors being one of them.
Sax Wealth Advisors takes an academic, research-based approach to accumulating, protecting and transferring wealth. Utilizing passive asset class investing and broad global diversification practices, this technique offers a lower cost, lower risk alternative to Wall Street’s traditional “beat the market” system.
We are committed to transparency and open communication throughout the investing and fee process so there are never any surprises.
Sax Wealth Advisors’ mission is to be our clients’ most valued advisor by understanding their Vision and providing knowledge and effective solutions that meet success.
Sax Wealth Advisors offers personal attention from a dedicated team of advisors. At the same time, our depth of expertise and resources allow us to offer high-quality services driven by our clients’ unique objectives and expectations.
We are proactive. We monitor your accounts on an ongoing basis and keep you informed of developments or opportunities for improvement. In addition, you will have direct access to the advisor and team members who are intimately familiar with your plan and can address your questions quickly and effectively.
We are your family’s acting CFO, building a holistic investment strategy around a comprehensive view of your financial situation and goals. We use a “big picture” perspective to create a customized road map that will guide our investment strategies, measure our progress and ensure your successful financial outcome.