Sax Wealth Advisors, LLC
Wayne Pampaloni is an experienced wealth advisor currently employed at Sax Wealth Advisors, LLC since December 2024, where comprehensive financial planning and wealth management services are provided using a research-based investment strategy. Prior to this role, Wayne served as a partner at Acorn Financial Services from August 2016 to December 2024, focusing on corporate retirement plans and advising professionals on personal finance. Previous positions include investment advisor representative at LPL Financial and financial planner at Summit Financial Services, with a focus on retirement plans and employee benefit programs. Wayne's career began at Prudential Financial as a manager and includes significant experience as an employee benefit advisor at CBIZ Benicor Associates. Wayne holds a BSBA in Finance from Western Carolina University, class of 1988.
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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.