Sax Wealth Advisors, LLC
Jeremy Rhen, CFP®, is a Partner and Wealth Advisor at Sax Wealth Advisors, LLC, where Jeremy has worked since November 2014, progressing through various roles including Associate Wealth Advisor, Portfolio Advisor, and Financial Services Assistant. Prior experience includes roles as a Mutual Fund Trading Analyst and Specialized Trust Administrative Services Temp at SEI from October 2012 to October 2014, as well as a Guest Service Representative at Simon Property Group from October 2013 to August 2014. Jeremy holds a Bachelor of Science in Business Administration from Bloomsburg University of Pennsylvania and a Financial Planning Certificate from Fairleigh Dickinson 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.