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Wayne P

CFP®, Series 63, Series 66

Myrtle Beach, SC

SAX Wealth Advisors, LLC

Wayne Pampaloni is a CFP® with 34 years of experience in the financial services industry. He is currently with SAX Wealth Advisors, LLC and has previously worked at Great Point Capital, Pampaloni Wealth Management, Acorn Financial Advisory Services, and The Strategic Financial Alliance. SAX Wealth Advisors provides investment management and comprehensive financial planning to individual clients, retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm employs a long-term, evidence-based asset allocation strategy using primarily low-cost, passive funds, supplemented by customized fixed-income ladders, sub-advisers, and third-party platforms for tax-efficient account management.

Private / alternative investments Wealth management Tax-loss harvesting Retirement income strategy Founder/Business Owner Professional Athlete
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