A Partner Today. A Bridge to Tomorrow.

At SAX Wealth Advisors, we partner with clients for the long term, serving as trusted advisors deeply involved in their financial lives—not just executing transactions. Our relationships are built on trust, continuity, and a holistic view of each client’s goals. We help guide decisions across generations, focusing on disciplined planning and long-term alignment rather than short-term trends. Our success is measured by the enduring success of the individuals and families we serve.

Who We Serve

We work with individuals, families, and organizations that value a collaborative, relationship-driven approach to wealth management. Our clients are looking for more than a transactional advisor—they want a trusted partner who is actively involved, understands the complexity of their lives, and brings meaningful perspective to important decisions.

This includes multi-generational families who benefit from integrated planning and long-term continuity, as well as business owners and executives navigating growth, liquidity, and legacy considerations. We also work closely with employers to design and manage retirement plans, helping organizations support their employees’ financial well-being through education, guidance, and accessible planning tools.

Our clients share a common belief: that thoughtful planning, open dialogue, and long-term partnership create the strongest foundation for financial success.