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Sax Wealth Advisors

EST. AUM
$3,596,080,962

CONTACTS
8

CLIENT ACCOUNTS
5,429

Firm Details

Metro area North Jersey
CRD Number 119193
Website saxwa.com
Client types

Overview

Sax Wealth Advisors, LLC is a fee-only, independent registered investment advisory firm headquartered in Parsippany, New Jersey. As a wholly owned subsidiary of Sax LLP—a Top 100 accounting, tax, and advisory firm—Sax Wealth Advisors offers a comprehensive suite of financial services tailored to individuals, families, and businesses. With a commitment to fiduciary responsibility, the firm emphasizes personalized strategies to help clients achieve their financial goals.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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