SAX Wealth Advisors is the registered investment advisory arm of SAX Advisory Group, providing personalized financial guidance to individuals, families, and business owners. The firm offers wealth planning, investment management, proactive tax planning, retirement and estate planning, charitable giving, and employer retirement plan services. Its Private Client Suite and specialized services for athletes and artists complement its broader advisory offerings.

On December 31, 2025, Arbor Financial joined SAX Wealth Advisors, bringing its Ann Arbor team and client relationships into the firm. Irfan Bhabhrawala continues as Principal and Wealth Advisor, and Daniella Kippnick remains Client Service Associate. Clients retain access to their familiar team and Ann Arbor office, with the additional resources and advisory capabilities of a larger national platform.

SAX Wealth Advisors emphasizes long-term relationships and individualized guidance, with planning that can draw on the wider SAX Advisory Group ecosystem, including tax and advisory services. The firm has offices across multiple U.S. locations and invites prospective clients to schedule a complimentary consultation to discuss their financial needs.