Sax Wealth Advisors, LLC
Gregg Munn is a seasoned professional with extensive experience in wealth management and accounting. Currently serving as a Wealth Advisor and Portfolio Advisor at Sax Wealth Advisors, LLC since December 2017, Gregg has previously held roles such as Certified Public Accountant at The GM CPA Group and Estimator at Integrated Construction, LLC. Additional experience includes an analyst position at Traust Sollus Wealth Management, where financial planning and tax preparation were primary responsibilities, and an accounting assistant role at NCC Business Services focusing on accounts payables and payroll. Gregg holds a Master's degree in Accounting from the University of North Florida and multiple Bachelor's degrees in Accounting and Finance from Florida State University.
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Sax Wealth Advisors, LLC
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.