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

Jack Cassidy

Marie Decaprio Cfp®

Jeremy Rhen

Trevor Hodges

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Guy McPhail

Trevor Hodges

James Moore

Hetal Bhimani

Gregg Munn

Jeremy Rhen

Joseph Piela

Marie Decaprio Cfp®

Justin Gordon

Bill Connor

Wayne Pampaloni

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