trending Market Intelligence /marketintelligence/en/news-insights/trending/OjGGbUGhBjF_B0yV87PATw2 content esgSubNav
In This List

Sax Wealth Advisors acquires NJ-based investment manager

Video

S&P Capital IQ Pro | Powering Your Edge

Podcast

Street Talk Episode 81: Amid strong recovery, Banc of California hearing more M&A chatter

Video

S&P Capital IQ Pro | Unrivaled Sector Coverage

Blog

Banking Essentials Newsletter: September Edition


Sax Wealth Advisors acquires NJ-based investment manager

Sax Wealth Advisors, LLC, an independent registered investment advisory firm, has announced the acquisition of Pennington, N.J.-based The GM Financial Group.

The addition of The GM Financial Group's approximately $140 million of assets under management brings Sax Wealth's assets to over $1 billion.

Sax Wealth will maintain a Mercer County, N.J., presence, which will be led by GM Financial founder Guy McPhail.

GM Financial is a fee-only, independent, comprehensive financial planning and investment management firm.