Sax Wealth Advisors, LLC Employee Directory

Q: How many employees does Sax Wealth Advisors, LLC have currently?

Sax Wealth Advisors, LLC has approximately 47 employees.

Financial ServicesNew Jersey, United States11-50 Employees

SAX Wealth Advisors, LLC is an independent registered investment advisor offering financial services built on trust, integrity and meaningful client relationships. As a wholly owned subsidiary of SAX, a leading accounting, tax and advisory firm in the New York tri-state area, we provide a wide range of strategies and services to help you reach your financial goals at every stage of life.

Unlike large-sized investment firms, SAX Wealth Advisors offers personal attention from a dedicated team of advisors. At the same time, our depth of expertise and resources allows us to offer big company services driven by our clients' unique objectives and expectations. 

Our smaller size enables us to have a larger focus on your overall financial goals - not simply the performance of your portfolio.

Find Sax Wealth Advisors, LLC employees' phone numbers or email addresses

Sax Wealth Advisors, LLC Global Highlights

North America
55

United States Of America
55

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Sax Wealth Advisors, LLC's Leadership

T. H.
Coo / Cco
Mobile Phone
Email
B. C.
Partner
Mobile Phone
Email
E. S.
Partner, Retirement Plan Director
Mobile Phone
Email
J. R.
Partner
Mobile Phone
Email
K. R. S.
Partner
Mobile Phone
Email
M. D.
Partner
Mobile Phone
Email
J. C.
Director Of Investment Strategy
Mobile Phone
Email
C. L.
Operations Manager
Mobile Phone
Email

Contact profiles from Sax Wealth Advisors, LLC

Name

Title

Contact Info

Location

Last Update

P. D.
Client Relationship Associate
Mobile Phone
Email
United StatesNew York
Oct 18, 2025
W. P.
Wealth Advisor
Mobile Phone
Email
United StatesSouth Carolina
Nov 17, 2025
A. H.
Retirement Plan Advisor
Mobile Phone
Email
United StatesNew Jersey
Nov 11, 2025
J. S.
Wealth Advisor
Mobile Phone
Email
United States
Oct 23, 2025
M. D. C.
Wealth Advisor
Mobile Phone
Email
Oct 20, 2025
H. B.
Client Service Associate
Mobile Phone
Email
United StatesNew Jersey
Oct 26, 2025
J. M.
Client Services
Mobile Phone
Email
United StatesNew Jersey
Dec 02, 2025
S. T.
Client Services Associate
Mobile Phone
Email
United StatesNew Jersey
Oct 22, 2025
D. P.
Wealth Advisor
Mobile Phone
Email
United StatesNew York
Dec 11, 2025
A. G.
Wealth Advisor
Mobile Phone
Email
Apr 11, 2024

Frequently Asked Questions

What is Sax Wealth Advisors, LLC known for?

Sax Wealth Advisors, LLC operates in the Financial Services industry. The company's main headquarters is located in 389 Interpace Parkway, Floor 3; you can contact the main corporate office by phone at

+1-973-859-****

. Explore Sax Wealth Advisors, LLC's company overview page for more information.

What is Sax Wealth Advisors, LLC's most common email format?

Sax Wealth Advisors, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Sax Wealth Advisors, LLC email formats with LeadIQ.

How many employees does Sax Wealth Advisors, LLC have currently?

Sax Wealth Advisors, LLC has approximately 47 employees as of December 2025. These team members are located across 2 continents, including North AmericaEurope.

Who are Sax Wealth Advisors, LLC's key employees and leadership?

As of December 2025, Sax Wealth Advisors, LLC's key employees include:

Coo / Cco: T. H.
Partner: B. C.
Partner, Retirement Plan Director: E. S.
Partner: J. R.
Partner: K. R. S.

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