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SAX Wealth Advisors Expands with Lighthouse Financial Acquisition
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Subscribe24 AUG 2026 / M&A UPDATES
SAX Wealth Advisors, headquartered in Parsippany, New Jersey, has acquired Lighthouse Financial, boosting its assets under management (AUM) by around $350 million and marking a key expansion in Florida with a new office. The purchase, which is the seventh of 2026 for SAX, advances its AUM to more than $6.56 billion and brings wealth advisor and new principal, Martin Parlato, into its team.
Parsippany, N.J.-based SAX Wealth Advisors, a prominent player in the financial advisory sector, has successfully acquired Lighthouse Financial, significantly enhancing its assets under management (AUM) by approximately $350 million. This strategic acquis...
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