SAX Wealth Advisors is an independent registered investment advisor and wholly owned subsidiary of SAX, an accounting, tax, and advisory firm. The firm describes its approach as fee-only and fiduciary, with guidance designed to put clients’ interests first. It builds long-term relationships and creates personalized strategies to help individuals and families navigate financial decisions, build wealth, plan for retirement, and preserve their legacies.

Its services include comprehensive wealth planning, investment management, proactive tax planning, retirement and estate planning, charitable giving, and private client advisory. SAX Wealth Advisors also provides specialized wealth guidance for athletes and artists, along with fiduciary-focused employer retirement plan solutions. Its planning integrates investments, taxes, retirement needs, and estate considerations to address clients’ goals as their circumstances change.

The firm’s process begins with a complimentary discovery meeting to understand a client’s financial landscape and priorities. It then provides a portfolio analysis and discusses recommendations before moving to implementation for clients who choose to engage its services.