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At SAX Wealth Advisors, we believe your financial journey deserves thoughtful, personalized guidance at every stage of life. As a fee-only, fiduciary firm, we are committed to acting in your best interest—always. Our team integrates investment management, tax strategy, retirement planning, and estate considerations into a comprehensive approach designed around your goals. Whether you’re building wealth, planning for retirement, or preserving a legacy, we provide clarity and confidence through tailored solutions, so you can focus on what matters most.
Meet Kyle, Marie and Joe – Partners and Wealth Advisors at SAX Wealth Advisors. They reflect on their paths to where they are today and the meaningful lessons learned along the way. Each journey has shaped their perspective and reinforced that every step — and every challenge — made the road worth taking.
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Last month we looked at how adding a formula GPOA to older irrevocable trusts may allow a basis adjustment without triggering federal estate tax. This week, we’re going to look at how drafting a formula GPOA into a new trust can be beneficial for transitioning wealth to the next generation—especially when there is a large […]
A $3 million compensation package sounds pretty compelling. Before celebrating the a 7-figure package, I would want to know what the executive is walking away from. I have worked with executives navigating complex compensation decisions, and one thing is clear: the headline number rarely tells the whole story. Consider a senior executive leaving for a […]
This week kicks off a two-part series on the formula general power of appointment (GPOA)—one of the most underutilized basis planning tools available. Part 1 focuses on adding a formula GPOA to an existing irrevocable trust document. Part 2 will cover how a formula GPOA can be included in newly-drafted instruments to effectively balance income […]
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As your trusted partner, we combine deep financial expertise with boutique-level attention and a tailored approach — providing a full range of services to support your wealth, your legacy, and your future.
Comprehensive wealth planning designed to protect, grow, and sustain your financial future.
Expertly managed investments tailored to your goals, risk, and future vision.
Expert tax guidance that anticipates change and maximizes long-term efficiency.
Personalized guidance to turn your savings into a secure, lasting retirement plan.
Comprehensive estate planning designed to protect your legacy and preserve family wealth.
Strategic charitable planning that aligns your wealth with your values.
Expert fiduciary guidance to help you manage, grow, and protect your wealth.
Personalized wealth strategies designed to simplify complexity and safeguard your future.
Fiduciary-focused retirement plan solutions that help employers support their teams and stay compliant.
Our affiliations and partnerships connect us with leading organizations, providing additional expertise, access to broader resources, and collaborative insights. These relationships enhance the services we offer, supporting our goal of delivering comprehensive, client-focused wealth management solutions tailored to your unique financial needs.
At SAX Wealth Advisors, we partner with you through every big moment and decision. Our tailored strategies are designed to help protect what you’ve built, help grow your wealth thoughtfully, and transition it smoothly.
At SAX Wealth Advisors, we don’t just build financial plans—we build lifelong partnerships. Your life evolves, and your financial strategy should evolve with it. Our process is designed to uncover what matters most to you, create a tailored plan, and support you with proactive guidance and ongoing clarity every step of the way.
