Business Details
Your Trusted Partner for Comprehensive Financial Planning
Sax Wealth Advisors is an independent registered investment advisory firm committed to strategic, long-term financial and estate planning. Founded on principles of trust, integrity, and meaningful client relationships, we maintain a boutique-style approach while leveraging the resources of our parent company, SAX, an accounting and advisory firm with over 60 years of industry experience. Our fee-only fiduciary model ensures we act solely in our clients' best interests, offering customized solutions for financial planning, investment management, estate planning, and proactive tax strategies.We prioritize transparency, academic research-based investment approaches, and comprehensive financial roadmaps tailored to clients' unique goals. Our team collaborates with SAX's tax experts to deliver integrated services, while our affiliation with NAPFA underscores our adherence to the highest standards of financial planning excellence. With offices across the U.S., we serve individuals, families, and high-profile clients in sports and entertainment, providing personalized guidance to build, protect, and transfer wealth across generations.
Services
Financial Planning
Estate Planning
Investment Management
Proactive Tax Planning
Retirement Planning
Wealth Advisory
Cash Flow Management
Debt Management
Business Management
Charitable Planning
Highlights and features
- We are registered with the SEC and adhere to strict fiduciary standards.
- Our academic, research-based investment approach minimizes risk and maximizes returns.
- Collaboration with SAX's tax experts ensures integrated financial and tax planning.
- We provide personalized financial roadmaps tailored to your unique life circumstances.
- Our proactive tax planning leverages in-house expertise from SAX's 60+ year legacy.
Associations and certifications
- NAPFA
- SEC
What people say
Award-winning service
Client-centric approach
Proven expertise
Transparent fees
Services
Financial Planning
We create personalized financial plans addressing college savings, retirement goals, and wealth preservation. Our approach filters media noise to focus on sound, long-term investment advice. By understanding your unique circumstances, we build roadmaps that align with your aspirations while addressing tax implications, asset structure, and estate planning needs.
Estate Planning
Our estate planning collaborates with SAX's tax experts to create wills, trusts, and gifting strategies. We ensure tax-efficient wealth transfer while protecting assets from unforeseen risks. Regular reviews adapt plans to life changes, maintaining multi-generational legacy protection through customized insurance policies and investment strategies.
Investment Management
We employ academic, research-based investing using passive asset class strategies and global diversification. Our fiduciaries manage stocks, bonds, and real estate to reduce risk while maximizing returns. Customized portfolios evolve with market conditions and client needs, focusing on long-term growth aligned with individual risk tolerance and financial objectives.
Proactive Tax Planning
Leveraging SAX's 60-year tax expertise, we implement year-round strategies to minimize liabilities. Services include income tax planning, audit management, and estate tax optimization. Our integrated approach coordinates with investment and estate planning to capture savings opportunities while ensuring compliance with federal and state regulations.
Retirement Planning
We design retirement strategies for individuals and employer-sponsored plans. Our fiduciaries analyze tax consequences, risk levels, and distribution strategies to ensure financial security. Ongoing monitoring tracks progress toward goals, adjusting plans as needed to maintain lifestyle continuity during retirement years through systematic investment and withdrawal approaches.
Questions
What makes Sax Wealth Advisors a fiduciary firm?
As SEC-registered advisors, we're legally obligated to act in your best interest at all times, with no conflicts from proprietary products or third-party fees.
How does your fee-only model benefit clients?
Our fee-only structure eliminates conflicts of interest, ensuring recommendations focus solely on your financial goals without influence from commissions or product sales incentives.
Do you work with out-of-state clients?
Yes, we serve clients nationwide through virtual consultations and have offices in eight states for local convenience while maintaining centralized service quality.
How often do you review investment portfolios?
We conduct quarterly or semi-annual reviews, with ongoing monitoring for tax-loss harvesting opportunities and market adjustments affecting your investment strategy.
What retirement plan services do you offer employers?
We provide fiduciary support for 401(k) plans, including investment management, employee education, and compliance assistance to reduce employer liability while improving participant outcomes.
How do you handle tax planning for high-income clients?
Our integrated approach combines SAX's tax expertise with investment strategies to optimize deductions, manage capital gains, and implement charitable giving techniques for maximum tax efficiency.
Reviews (2)
J. Zito
Sep 27, 2019
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The team at GM / Sax really mpresses with its careful guidance and attention to detail. Many firms come on strong in the first year or two, and then kind of lose steam once they have you as a long time client. With each passing year, these guys continue to provide well-researched, thoughtful support toward financial security. Never pushy, always working in your interest. HIGHLY recommended.
Eric Kollevoll
Oct 16, 2012
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This past year, our business engaged Guy McPhails firm for tax and accounting work after being serviced by a large local accounting group with multiple offices and a big presence in the New Jersey region. I am amazed at what Guys firm has been able to accomplish through his work on just one tax years return! As a business owner, changes in advisors are made very carefully and often after much consideration and deliberation. Now that we have seen the major benefits from his guidance, we are regretful we didnt make a buying decision to go with him sooner. He is an incredible advisor.
