Sax Wealth Advisors, LLC
Guy McPhail CPA, PFS, CFP® has extensive experience in wealth management, tax preparation, and financial planning, serving as Principal at Sax Wealth Advisors, LLC since December 2017. Prior to this, Guy held various leadership roles, including Principal and Wealth Manager at The GM Group and President at Traust Sollus Wealth Management. Their career began as a CPA and small business consultant at Guy McPhail CPA's, and Guy has played pivotal roles in several organizations, including as COO at Innovation Technologies Worldwide Inc. and CFO at Telman Technology. Guy also enhanced management initiatives as a Consultant at Landmark Education and honed their expertise as a tax preparer at Schulse Hartwig and Richter. Continued professional education in CPA and CFP® certifications underscores commitment to excellence in financial services.
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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.