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ABOUT OUR LEADERSHIP

Our advisors are passionate, forward-thinking entrepreneurs who are driven to see their clients succeed. Our professionals strive to provide actionable business advice that allows businesses to save money, strategically scale and perform at peak operational efficiency.

Meet our leadership

KYLE STAWICKI, CHFC®

Partner

Expertise: Wealth Management
Parsippany, NJ | 973.859.2199 | kstawicki@saxwa.com

Education

  • BS in Finance, Lehigh University
  • Chartered Financial Consultant (ChFC), The American College

About

As Partner-in-Charge of SAX Wealth Advisors, Kyle Stawicki leads a talented team of wealth management and investment professionals dedicated to achieving their clients’ financial goals. 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 University and a Chartered Financial Consultant. Outside of the office, he is a fitness and sports enthusiast who enjoys Crossfit, triathlons, bike riding and golf.

SAX LLP - Advisory, Audit and Accounting