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SAX Wealth Advisors Expands with SFS Financial Acquisition
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Subscribe10 AUG 2026 / M&A UPDATES
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SAX Wealth Advisors has acquired SFS Financial, adding $140.5 million in assets under management (AUM) and three professionals to their team. This acquisition boosts SAX's AUM to over $6 billion and aligns with its client-first philosophy, expanding the firm's operational capabilities and service offerings.
Parsippany, N.J.-based SAX Wealth Advisors has announced the acquisition of Kinnelon, N.J.-based SFS Financial, marking a significant expansion in their assets under management (AUM). The transaction, which closed on June 30, adds approximately $140.5 mil...
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