Sax LLP
@parsonsfinancialgrp.com
With Sax Wealth Advisors, you get much more than a financial advisor but rather a partner in your ongoing and overall financial success. As an independent registered advisor acting as a fiduciary, our interests align with yours as we leverage our expertise and resources to provide a wide range of solutions to help prepare for your future and enhance your financial position at every stage of your life.
Sax LLP's Company Logos
Sax LLP's Brand Colors
Hex Code
Color name
RGB
HSL
CMYK
#0081A2
Deep Cerulean
0, 129, 162
192, 100, 32
100, 20, 0, 36
#010D1F
Blue Charcoal
1, 13, 31
216, 94, 6
97, 58, 0, 88
#FFFFFF
White
255, 255, 255
0, 0, 100
0, 0, 0, 0
About Sax LLP
SAX Wealth Advisors, LLC is an independent, fee-only registered investment advisor and a wholly owned subsidiary of SAX, an accounting, tax, and advisory firm. The firm describes itself as a fiduciary, aiming to align its interests with clients’ and build lasting relationships through personalized guidance. Its team helps individuals and families navigate financial decisions at different stages of life, from building wealth to planning for retirement and preserving a legacy.
Services include comprehensive wealth planning, investment management, proactive tax planning, retirement planning, estate planning, charitable giving, and private client advisory. The firm also offers specialized wealth guidance for athletes and artists, along with fiduciary-focused employer retirement plan solutions. Its integrated approach considers clients’ goals, investments, taxes, insurance, estate documents, income, and anticipated life events.
SAX Wealth Advisors begins with a complimentary discovery meeting, followed by portfolio risk analysis and high-level recommendations. For clients who proceed, the firm supports implementation and ongoing financial guidance.
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