Sax Wealth Advisors, LLC
Joseph Piela, CFP®, is a Partner and Wealth Advisor at Sax Wealth Advisors, LLC, where tenure began in January 2016, following roles as a Wealth Advisor and Portfolio Advisor. Prior to this, Joseph served as Principal at the Joseph Piela Agency from September 2007 to July 2017, providing insurance solutions for small business owners. Joseph also gained experience as a Financial Advisor at Allied Wealth Partners from August 2010 to January 2016. Joseph holds a Bachelor of Science in Economics and Finance from The Wharton School, earned between 1995 and 1999.
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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.