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.

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Sax Wealth Advisors, LLC

Guy McPhail

Bill Connor

Jack Cassidy

Marie Decaprio Cfp®

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Matt Bernocchi Cfp®

Jeremy Rhen

Peggy McGillin

Trevor Hodges

Sax Wealth Advisors, LLC

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