At SAX Wealth Advisors, our team is the foundation of everything we do. Each advisor brings deep financial expertise, fiduciary focus, and a personalized approach to every client relationship. Together, we help you make confident, informed decisions through every stage of your financial life—building trust, providing perspective, and supporting your goals with long-term dedication.
Private Client Concierge
Client Service Associate
Client Service Associate
Client Service Associate
Client Service Associate
Client Service Associate
Director of Client Services
Chief Investment Officer
Portfolio Analyst and Trading Associate
Director of Investment Strategy
Compliance Analyst
Chief Operations Officer / Chief Compliance Officer
Analyst and Trading Associate
Retirement Plan Advisor
Retirement Plan Advisor
Retirement Plan Associate
Retirement Plan Associate
Partner, Retirement Plan Leader
Retirement Plan Advisor
Director of Advanced Planning and Trusts
Senior Financial Planning and Tax Advisor
Associate Financial Planner
Wealth Advisor
Principal, Wealth Advisor
Principal, Wealth Advisor
Wealth Advisor
Partner, Athletes & Artists Leader
Principal, Wealth Advisor
Principal, Wealth Advisor
Wealth Advisor
Associate Wealth Advisor
Associate Wealth Advisor
Managing Partner, Wealth Advisor
Wealth Advisor
Principal, Wealth Advisor
Partner, Wealth Advisor
Partner, Wealth Advisor
Wealth Advisor
Principal, Wealth Advisor
Associate Wealth Advisor
Principal, Wealth Advisor
Principal, Wealth Advisor
Partner, Wealth Advisor
Retirement Plan Advisor
Principal, Wealth Advisor
Wealth Advisor
Associate Wealth Advisor
Client Relationship Associate
Wealth Advisor
Partner, Wealth Advisor
Partner, Wealth Advisor
Partner, Wealth Advisor
