Sax Wealth Advisors, LLC
Contact us today to schedule your complimentary discovery meeting: http://www.saxwa.com/contact/
Sax Wealth Advisors LLC is a fee-only, independent registered investment advisor offering comprehensive financial services built on trust, integrity and meaningful client relationships. The firm is committed to transparency and open communication through the investing and fee process, and currently has over $1 billion of assets under management.
As a wholly owned subsidiary of Sax LLP, a leading accounting, tax and advisory firm, Sax Wealth Advisors takes an academic, research-based approach to accumulating, protecting and transferring wealth and provides a wide range of strategies and services to help individuals reach their financial goals at every stage of life. Utilizing passive asset class investing and broad global diversification practices offers a lower cost, lower risk alternative to Wall Street’s traditional “beat the market” system, without compromising on value or results.
Sax Wealth Advisors is registered with the Securities Exchange Commission and complies with the highest fiduciary standards. As an independent investment advisor, Sax Wealth Advisors are able to provide objective advice focused solely on priorities and goals, and never on selling propitiatory investment products.
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