Wealth Advisory

A holistic, research-based approach to personal wealth advisory

Our wealth advisory platform comprises the following financial planning services:

  • Investment Management
  • Estate Planning
  • Retirement Planning
  • Proactive Tax Planning
  • Risk Management
  • Employer Retirement Plans

Fee-Only RIA

Our wealth advisory services are provided through our alliance with Sax Wealth Advisors, LLC (Sax), an independent fee-only registered investment advisor. With over $1 billion in collective assets, with Sax, we are able to maintain a boutique-style firm feel, while having a larger overall focus on client’s financial goals.

Our Philosophy

We take an academic, research-based approach to accumulating, protecting and transferring wealth. Utilizing passive asset class investing and broad global diversification practices, this technique offers a lower cost, lower risk alternative to Wall Street’s traditional “beat the market” system.

Client Experience

With Sax we offer personal attention from a dedicated team of advisors. At the same time, our depth of expertise and resources allow us to offer high-quality services driven by our clients’ unique objectives and expectations. We are your family’s acting CFO, building a holistic investment strategy around a comprehensive view of your financial situation and goals, which includes your business. We use a “big picture” perspective to create a customized road map that will guide our investment strategies, measure our progress and ensure your successful financial outcome. Partnering with Sax, as an independent RIA acting as a fiduciary, our interests align with yours as we leverage our expertise and resources to provide a wide range of solutions to help prepare for your future and enhance your financial position at every stage of your life.

Our Wealth Advisory Partners

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