Sax Wealth Advisors LLC is a fee-only financial advisory firm based in Parsippany, NJ. With a team of experienced professionals, they offer a comprehensive range of services including financial planning, investment management, estate planning, and proactive tax planning. As a subsidiary of Sax LLP, a multi-disciplinary accounting and advisory firm, Sax Wealth Advisors has access to a wide range of resources and expertise to provide tailored solutions to their clients' financial needs.
Committed to acting as fiduciaries, Sax Wealth Advisors prioritizes their clients' best interests and strives to enhance their financial position at every stage of their lives. They take a proactive approach to tax planning, leveraging the in-house tax expertise of Sax LLP to develop customized strategies for each individual. With affiliations and partnerships with organizations such as The National Association of Personal Financial Advisors and Dimensional Fund Advisors, Sax Wealth Advisors offers clients access to a broader range of talent, resources, and expanded services.
Generated from the website