Sax Wealth Advisors, LLC is an independent registered investment advisor offering financial services built on trust, integrity and meaningful client relationships. As a wholly owned subsidiary of Sax LLP, a leading accounting, tax and advisory firm in the New York tri-state area, we provide a wide range of strategies and services to help you reach your financial goals at every stage of life.

Unlike large-sized investment firms, Sax Wealth Advisors offers personal attention from a dedicated team of advisors. At the same time, our depth of expertise and resources allows us to offer big company services driven by our clients'​ unique objectives and expectations. 

Our smaller size enables us to have a larger focus on your overall financial goals - not simply the performance of your portfolio.

Accounting

Finance

Investment Management

Personal Finance

Sax Wealth Advisors, LLC

Sax Wealth Advisors, LLC's headquarters in Parsippany, United States

Guy McPhail

Trevor Hodges

Jeremy Rhen

This department focuses on providing financial advisory services and managing client wealth portfolios.

Wealth Management

This department provides guidance and management for retirement plans and associated advisory services.

Retirement Planning

This department focuses on managing and enhancing client relationships and providing support to ensure client satisfaction.

Client Services

This department focuses on cultivating and managing strategic partnerships to enhance business growth and collaboration.

Partnership Management

This department ensures adherence to regulations and company policies through thorough auditing and compliance analysis.

Audit and Compliance

This department oversees the strategic direction and operational management of the organization.

Sax Wealth Advisors, LLC

Org chart

Teams

Wealth Management

Retirement Planning

Client Services

Partnership Management

Audit and Compliance

Executive Leadership

Offices

Sax Wealth Advisors, LLC

Org chart

Teams

Wealth Management

Retirement Planning

Client Services

Partnership Management

Audit and Compliance

Executive Leadership

Offices

Related companies