A complete list of active advisors currently associated with SAX Wealth Advisors, LLC

Warmer can help you find a great advisor at SAX Wealth Advisors, LLC or one who fits your needs even better.

SAX Wealth Advisors (SAXWA) serves individuals and families (including high‑net‑worth clients), qualified retirement plans, trusts, charitable organizations, corporations and small businesses, providing investment management, wealth management, comprehensive financial planning, employee benefit plan services, and specialized consulting. Like many multi‑team advisers, SAXWA implements discretionary portfolio management, offers written financial plans and plan‑level advisory services, and charges asset‑based fees. The firm’s investment approach is evidence‑based and long‑term, grounded in Modern Portfolio Theory and implemented primarily through globally diversified, passively managed asset‑class mutual funds and ETFs, with individual fixed‑income securities and laddered bond portfolios used when appropriate. SAXWA also uses model portfolios and independent sub‑advisers, and it monitors and rebalances held‑away retirement and other accounts via a third‑party platform to pursue tax‑efficient asset location and opportunistic rebalancing. SAXWA’s brochure discloses several features that distinguish it from many peers: affiliations with an accounting/management consulting firm and an investment banking affiliate, sponsorship and advisement of private funds across alternative strategies, and a securities‑backed lending program (SyntheticFi) that uses options box spreads to create synthetic loans. The firm also discloses referral/promoter arrangements (including a minority investment in the promoter WealthRamp) and that it generally does not vote client proxies, matters it says are managed through disclosure and internal compliance oversight.

To learn more about the advisors currently working at SAX Wealth Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.