PARSIPPNY – Sachs Wealth Advisors, LLC, a registered funding advisory agency and monetary planning subsidiary of Sachs LLP, a High 100 accounting, tax and advisory agency, has been named. at this time’s account The sixteenth annual “Wealth Magnates” listing recognizing the highest 150 CPA companies in monetary planning throughout the nation. That is the fifth yr in a row that Sachs Wealth Advisors has been acknowledged by industry-leading media belongings.
Saks Wealth Advisors is situated at 389 Interspace Parkway, third Ground.
Award rankings are based mostly on Belongings Beneath Administration (AUM). Sachs Wealth Advisors, which reported an AUM of over $1.5 billion, was as soon as once more ranked in “The Billion Greenback Membership”, the very best class on the “Wealth Magnet” listing.
“We’re honored to be honored as soon as once more” accounting at this time We had been acknowledged by Belongings Beneath Administration as a number one agency within the nation and for our success in serving to purchasers navigate the market and their particular person objectives,” stated Kyle R. Stawicki, Associate-in-Cost, Sachs Wealth Advisors. This award is a testomony to our staff of economic planning philosophies and techniques of economic advisors and I stay up for persevering with our dedication to our purchasers and their monetary progress.”
Sachs Wealth Advisors is an unbiased registered funding advisor that gives monetary companies constructed on integrity and significant consumer relationships. The agency is accredited by the Nationwide Affiliation of Private Monetary Advisors (NAPFA) as a fee-only agency and has places of work in Parsippany, NJ, Pennington, NJ and New York Metropolis, NY. The agency affords custom-made funding and monetary options for private wealth administration, along with employer retirement plans. Sachs Wealth Advisors is a completely owned subsidiary of the highest 100 accounting, tax and consultancy agency Sachs LLP. For extra data, click on right here.
The 2022 Wealth Magnates rating of high 150 companies by AUM is printed by? accounting at this time, an unbiased firm unaffiliated with SAX Wealth Advisors, LLC. The rating is particularly by belongings beneath administration and is predicated on submissions by over 200 companies. The reported AUM consists of belongings beneath administration in addition to administration. The dates utilized by the companies that submit the information differ. The information is offered by Audit Analytics, an internet intelligence service that gives audit, regulatory and disclosure evaluation to the accounting neighborhood. Data obtained from these sources is believed to be dependable, however accuracy can’t be assured.
Sachs Wealth Advisors didn’t pay to be included on this rating. Working with a ranked advisor ought to be correctly assessed and ought to be unrelated to funding outcomes. Working with a extremely ranked advisor doesn’t be certain that a consumer or potential consumer will expertise excessive efficiency or outcomes. Third-party rankings are not any assure of funding success or efficiency sooner or later. This rating is operated by a 3rd get together supplier and isn’t meant to function an endorsement of Saks Wealth Advisors. The rankings shouldn’t be construed as an endorsement of Wealth Supervisor by any consumer nor are they consultant of anyone consumer’s analysis. Supplied for informational functions solely.
Please see the total listing of rankings right here.