As partner in charge of Sax Wealth Advisors, Kyle Stawicki, ChFC, leads a premier team of wealth management and investment professionals dedicated to achieving their clients’ financial goals. Kyle also serves as a member of Sax’s executive board. In addition to developing staff, providing strategic direction for the firm and other key leadership roles, Kyle delivers the Sax client experience to a wide range of private clients, families and qualified retirement plans. With more than a decade of experience as a wealth advisor and retirement plan fiduciary, he specializes in finding the financial solutions that fit each client’s specific needs and circumstances. Kyle is a graduate of Lehigh

Kyle Stawicki
Partner-In-Charge, Wealth Advisor and Senior Wealth Manager
Sax Wealth Advisors LLC
United States, New Jersey, Clifton
About Me
Profile Information
Partner-In-Charge, Wealth Advisor and Senior Wealth Manager
Sax Wealth Advisors LLC
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Clifton
New Jersey
United States
Jul 20, 2024
More profiles to browse
MD
Marie Decaprio
Partner & Wealth Advisor
Joseph Piela
Partner and Wealth Advisor
Jeremy Rhen
Partner and Wealth Advisor
You Might Like
ML
Mary Limburg
Trader & Client Service Specialist
Pennsylvania Capital Management
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
BM
Ba Minuzzi
Founder & CEO
Umana