GM Financial Group

Who We Are

Sax Wealth Advisors is a fee-only firm committed to providing comprehensive financial planning, investment management, and proactive tax planning services to our clients. As a Registered Investment Advisor, we act as fiduciaries, ensuring our clients' interests always come first. Our team of experienced professionals is dedicated to helping you navigate the complexities of wealth management and achieve your financial goals.

Our Process

At Sax Wealth Advisors, we follow a disciplined process designed to help you achieve your financial objectives. Our process includes:

1. Establishing a relationship and setting expectations

2. Gathering and assessing financial data

3. Analyzing and evaluating your current situation

4. Developing and presenting customized recommendations

5. Implementing the proposed strategy

6. Monitoring progress and adjusting the plan as needed

Affiliations & Partnerships

Sax Wealth Advisors has strategic affiliations and partnerships with industry leaders, including Sax LLP, The National Association of Personal Financial Advisors (NAPFA), and Dimensional Fund Advisors (DFA). These relationships enable us to offer our clients a wider range of talent, resources, and services.

As a wholly-owned subsidiary of Sax LLP, we have access to an experienced team of accounting, tax, and advisory professionals. This partnership allows us to provide proactive tax planning and ensure your financial plan is integrated with your tax strategy.

As a member of NAPFA, we are committed to upholding the highest standards of professional competency, comprehensive financial planning, and fee-only compensation. We are proud to be part of an organization dedicated to advancing fee-only financial planning and fiduciary principles.

Our relationship with Dimensional Fund Advisors (DFA) provides our clients with access to a passive investment approach that focuses on delivering higher expected returns through advanced portfolio design, management, and trading.

Meet the Team

Our team of experienced professionals is dedicated to helping you navigate the complexities of wealth management. Our team includes:

• CERTIFIED FINANCIAL PLANNER professionals
• Chartered Financial Analysts
• Certified Public Accountants
• Tax specialists
• Support staff

Each of our team members has a deep understanding of the financial services industry and a genuine passion for helping our clients achieve their financial goals.

Investment Policy Committee

Our Investment Policy Committee is responsible for overseeing our investment strategies and ensuring they remain aligned with our clients' objectives. The committee includes experienced professionals with diverse backgrounds and areas of expertise. This diversity enables us to offer a well-rounded approach to investment management, backed by academic research and empirical evidence.

Our Services

Sax Wealth Advisors offers a wide range of services designed to help you prepare for your future and enhance your financial position at every stage of your life. These services include:

• Financial Planning: Highly customized to help you get where you want to be
• Estate Planning: Securing the longevity of your estate and legacy
• Investment Management: Academic, research-based investment approach
• Employer & Individual Retirement Plans: Long-term strategies for your future success
• Proactive Tax Planning: Strategic and effective tax planning all year long
• News/Resources: Stay informed and educated with our latest news and resources

Financial Planning

We believe that financial planning is more than just creating a comprehensive plan. It's about continuously reviewing and refining that plan as your life unfolds. Our financial planning services are designed to help you navigate the complexities of wealth management and achieve your financial goals.

Estate Planning

Our estate planning services go beyond simple wills and trusts. We work closely with your legal team to develop a comprehensive estate plan that secures the.