In our last two pieces, we covered some tools of the tax-planning trade, as well as how to deploy them for tax-efficient investing. Whether you're saving, investing, spending, bequeathing, or receiving wealth, there's scarcely a move you can make without considering how taxes might.
Our affiliations and partnerships with Sax LLP, Buckingham Strategic Partners, The National Association of Personal Financial Advisors and Dimensional Fund Advisors, coupled with our team's depth of expertise, gives our clients access to an even wider range of talent, resources and expanded services.
Our affiliations and partnerships with Sax LLP, Buckingham Strategic Partners, The National Association of Personal Financial Advisors and Dimensional Fund Advisors, coupled with our team's depth of expertise, gives our clients access to an even wider range of talent, resources and expanded services.
Services
Who We Are
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Sax Wealth Advisors, LLC is an independent registered investment advisor offering strategic long-term financial and estate planning built on trust, integrity and meaningful client relationships. With over $1 billion in collective assets, Sax Wealth Advisors is able to maintain a boutique-style firm feel, while having a larger overall focus on client's financial goals.
Meet the Team
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As Partner-in-Charge of Sax Wealth Advisors, Kyle Stawicki leads a talented team of wealth management and investment professionals dedicated to achieving their clients' financial goals. In addition to developing staff, providing strategic direction for the firm and other key leadership roles, Kyle delivers the Sax client experience to a wide range of private clients, families and qualified retirement plans.
Our Services
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Giving strategic thought to a host of planning areas is a necessity - such as: estate planning, potential tax liabilities, retirement planning, asset structure, investment advisory or charitable giving.
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.
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.
Make Payment
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QuickFee offers an easy, no-hassle way for you to spread the cost of your invoice(s) totaling $2,000 or more over 3 monthly payments at a rate of 1.79%. There is an application fee of $50 for payment plans up to $10,000, and a fee of $100 for payment plans over $10,000. Access an additional line of credit without engaging the bank or any formal application process.
Financial Planning
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From college saving strategies to securing the retirement life you always envisioned - having a plan is crucial to put you in the best position for the future. Although it may seem complex, Sax Wealth Advisors makes financial planning simple. We help you to filter and delineate between the noise of the media's tips, fads and trends, and sound investment advice that produces long-term results.
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