With nearly 20 years of experience, Joe helps high-net-worth individuals and families, professionals and closely-held businesses to reach their financial goals through the creation and maintenance of holistic financial plans, specifically tailored to each client’s individual needs, that incorporate portfolio management, tax strategies, wealth transfer considerations, business consultation and retirement planning. At Sax, Joe and his advisory team serve their clients by delivering a customized, collaborative total wealth management solution. Joe is a Certified Financial Planner™.