Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Bernocchi is a financial advisor at Sax Wealth Advisors, LLC. Matthew has been in the industry since 2014 and is registered with the state of New Jersey. Matthew holds the Series 65 license. Matthew has a CFP designation. Sax Wealth Advisors, LLC has 61 clients and manages approximately $1.7 billion in assets. The firm specializes in providing financial planning, pension consulting, portfolio management for businesses and individuals, and selection of other advisers.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NJ
12/04/2024 - Present
SAX Wealth Advisors, LLC (PARSIPPANY NJ)
IA
Issued 07/20/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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