Sax Wealth Advisors, LLC
Trevor Hodges is an accomplished professional in operations management with extensive experience in the financial services sector. Currently serving as COO and CCO at Sax Wealth Advisors, LLC since July 2023, Trevor previously held the position of Director of Operations at Palante Wealth Advisors and Taylor Financial Group, LLC from March 2023 to March 2023 and March 2021 to March 2023, respectively. Trevor's career also includes a long tenure at Corrado Financial Group, where the role of Director of Client Relations and Operations was held from July 2005 to March 2021. Trevor holds both a Master of Business Administration from Rutgers Business School and a Bachelor of Science in Business from Marist College.
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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.