Sax Wealth Advisors, LLC

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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 r... Read more

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Guy McPhail
Founder and President

Guy McPhail

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Trevor Hodges
COO / CCO
Peggy McGillin
Principal, Certified Financial Planner TM
Matt Bernocchi Cfp®
Wealth Advisor
Rachael Decosta
Wealth Advisor
Marie Decaprio Cfp®
Wealth Advisor
Jack Cassidy
Portfolio Manager