PARSIPPANY – Sax Wealth Advisors, LLC, a registered investment advisory firm and financial planning subsidiary of Top 100 Accounting, Tax and Advisory Firms, Sax LLP, has been appointed to accounting today 16th Annual “Wealth Magnets” list honoring the top 150 CPA firms in financial planning nationwide. This is the fifth consecutive year that Sax Wealth Advisors has been recognized by the industry leader in media real estate.
Sax Wealth Advisors is located at 389 Interpace Parkway, third floor.
Rewards ranking is based on assets under management (AUM). Sax Wealth Advisors, which reported more than $1.5 billion in assets under management, was again ranked in “The Billion Dollar Club”, the highest category on the “Wealth Magnets” list.
“We are honored to be recognized again by accounting today as the leading firm in the country by Assets Under Management and recognized for our success in helping clients navigate the market and achieve their personal goals,” said Kyle R. Stawicki, Managing Partner of Sax Wealth Advisors. “This award is a testament to the financial planning philosophy and strategies of our team of financial advisors and I look forward to continuing our commitment to our clients and their financial growth.”
Sax Wealth Advisors is an independent registered investment adviser providing integrity-based financial services and meaningful client relationships. The firm is recognized by the National Association of Personal Financial Advisors (NAPFA) as a fee-paying firm and has offices in Parsippany, NJ, Pennington, NJ and New York City, NY. The company offers bespoke investment and financial solutions for individual wealth management, in addition to employer pension plans. Sax Wealth Advisors is a wholly owned subsidiary of Top 100 accounting, tax and advisory firm Sax LLP. For more information Click here.
DISCLOSURE OF AWARDS
AUM’s 2022 Wealth Magnets Top 150 Ranking is published by accounting today, an independent company not affiliated with SAX Wealth Advisors, LLC. The ranking is exclusively based on assets under management and is based on submissions from over 200 companies. Assets under management reported include assets under management and assets under administration. The dates used by companies submitting data vary. The data is provided by Audit Analytics, an online intelligence service that provides auditing, regulatory and disclosure analysis to the accounting community. Information from these sources is believed to be reliable, but its accuracy cannot be guaranteed.
Sax Wealth Advisors has not paid to be included in this ranking. Working with a ranked advisor should be properly evaluated and has no correlation to investment results. Working with a highly qualified advisor does not guarantee that a client or potential client will achieve superior performance or results. Third-party rankings do not guarantee the success or future performance of investments. This ranking is produced by a third-party provider and is not intended as an endorsement by Sax Wealth Advisors. Rankings should not be considered an endorsement of the Wealth Manager by any client and are not representative of any particular client’s assessment. Provided for informational purposes only.