Guy McPhail

Guy McPhail is a Principal at Sax Wealth Advisors, LLC, based in Pennington, New Jersey, bringing decades of experience in wealth management and financial planning to the firm. In his current role, he is responsible for leading client engagements and developing comprehensive investment and tax strategies, working with high-net-worth individuals, families, and business owners. His practice encompasses personalized portfolio construction and holistic financial planning, with a strong emphasis on tax efficiency and retirement planning.

Throughout his career, McPhail has held prominent positions including Principal and Wealth Manager at The GM Group, which was acquired by Sax Wealth Advisors, as well as President at Traust Sollus Wealth Management. His expertise covers a range of asset classes such as equities, fixed income, alternative investments, and tax-advantaged products, as well as advising on succession and estate planning for closely held businesses and entrepreneurs.

McPhail is a Certified Public Accountant (CPA), Certified Financial Planner (CFP®), and Personal Financial Specialist (PFS), who has completed continuing education geared toward maintaining these credentials. He is recognized for his client-centric approach and has contributed to advancing fee-only, independent wealth management in the region, successfully guiding clients through complex, multi-generational wealth strategies.