Sax Wealth Advisors (SWA) Announces Its Acquisition of The GM Financial Group
Sax Wealth Advisors (SWA) Announces Its Acquisition of The GM Financial Group Business Clifton, NJ - Sax Wealth Advisors (SWA), a division of Sax LLP , recently made an announcement concerning its acquisition of The GM Financial Group, an acquisition which brings the total value of assets under its management to over one billion dollars. According to SWA, The GM Financial Group held approximately $140 million of assets under its management. Regarding the merger, SWA was quoted as saying, “The combined fee-only firm will continue their mutual tradition of academic, research-based investment philosophy and client-focused approach to the accumulation and preservation of wealth and estate planning.” As Kyle Stawicki, the company’s Partner-in-Charge, stated, “GM’s 30-plus years of experience will lend itself to enhancing our strong foundation of individual and corporate wealth management solutions.” SWA indicated that the company will still maintain a Mercer County (NJ) presence, led by