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William John Dulmage

SAX Wealth Advisors, LLC

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About William John Dulmage

William John Dulmage is a financial advisor with Sax Wealth Advisors, LLC, who has been in the industry since January 2005. William John Dulmage is a CERTIFIED FINANCIAL PLANNER™ professional and holds a Series 65 license. William John Dulmage provides financial planning, pension consulting, and portfolio management for individuals and businesses. William John Dulmage has worked with a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. William John Dulmage is also registered as an Investment Advisor Representative in New Jersey. Sax Wealth Advisors, LLC has been providing financial advisory services since April 2024. Sax Wealth Advisors, LLC's main office is located in Parsippany, NJ. Sax Wealth Advisors, LLC offers a variety of advisory services, including financial planning, portfolio management, and selection of other advisors. Sax Wealth Advisors, LLC has approximately $1.74 billion in assets under management.

Firm Information

William Dulmage is currently registered with SAX Wealth Advisors, LLC. SAX Wealth Advisors, LLC is a registered investment advisor based in Parsippany, NJ. The firm provides financial planning, pension consulting, portfolio management for businesses and individuals, and selection of other advisors. They manage approximately $1.74 billion in assets for a diverse clientele, including high-net-worth individuals, corporations, pension plans, and charitable organizations.
SAX Wealth Advisors, LLC

389 INTERPACE PARKWAY

PARSIPPANY, NJ 07054

$1.74B

Assets Under Management

61

Total Clients

22

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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William Dulmage’s Registration & Firm History

NH

06/17/2024 - Present

SAX Wealth Advisors, LLC (LONDONDERRY NH)

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Licenses & Designations

IA

Issued 08/13/2004

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William John Dulmage.
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