SAX Wealth Advisors offers estate planning services to preserve and transfer family wealth.

Explore SAX Wealth Advisors services: wealth planning, investment management, tax, retirement, estate, and charitable planning, plus employer retirement plans.

SAX Wealth Advisors offers proactive tax planning to improve long-term tax efficiency.

SAX Wealth Advisors provides retirement planning to create sustainable income strategies.

SAX Wealth Advisors, the wealth arm of SAX, rises on Accounting Today’s 2026 Wealth Magnets list.

SAX Wealth Advisors, part of SAX Advisory Group, completes a strategic initiative.

Meet Frank Lombardo, an Associate Wealth Advisor at SAX Wealth Advisors, who supports clients with financial planning and investment guidance.

Meet Gavin Charlton, Associate Portfolio Manager at SAX Wealth Advisors, supporting the investment team in building and managing client portfolios.

Meet Martin Parlato, a Principal and Wealth Advisor at SAX Wealth Advisors, who guides clients through investment, tax, retirement, and estate planning.

SAX Wealth Advisors offers wealth management services through advisors, investment managers, tax specialists, and retirement plan experts serving clients nationwide.

SAX Wealth Advisors provides fiduciary-based advice and investment strategies to help clients meet their financial goals.

SAX Wealth Advisors is a fee-only fiduciary RIA with offices nationwide, offering integrated wealth, investment, tax, retirement, and estate planning.

SAX Wealth Advisors provides contact information for fee-only fiduciary advisors in multiple states.

SAX Wealth Advisors offers complimentary consultations with fee-only fiduciary advisors to discuss financial goals.

The Sax Wealth Advisors team assists clients with financial milestones from foundation-building to legacy preservation.

SAX Wealth Advisors, LLC outlines its privacy policy, effective January 2, 2026.

SAX is the brand name for professional services provided by SAX LLP and Sax Advisory Group LLC.