Kyle Stawicki

Kyle Stawicki is Managing Partner and Partner-in-Charge at Sax Wealth Advisors, LLC, where he leads a multidisciplinary team providing comprehensive wealth management and investment advisory services to a diverse client base. Headquartered in Parsippany, NJ, and serving clients across the East Coast, he is responsible for overseeing firm strategy, client service, and the implementation of integrated financial solutions.

With nearly two decades at Sax Wealth Advisors, Kyle has deep experience in advanced financial planning, investment management, and client relationship development, having previously served as Senior Wealth Manager at the firm since 2006 and as a Financial Representative at Northwestern Mutual. His primary focus areas include individual and family wealth planning, retirement solutions, estate strategies, and tailored portfolio management encompassing equities, fixed income, and alternative investments for high-net-worth clients, business owners, and multi-generational families.

Kyle holds the Chartered Financial Consultant (ChFC) designation from The American College and earned a Bachelor of Science in Finance from Lehigh University’s College of Business and Economics. Under his leadership, Sax Wealth Advisors has received significant recognition, including ranking among InvestmentNews' 5-Star RIA Firms and being named a top firm by industry publications, showcasing his commitment to excellence and innovation in wealth management and fiduciary advice.