Client Service Delivery Model

Sax’s Client Service Delivery Model (CSDM) embodies the standards that are required to achieve the highest level of service. Our objective is to service our clients in a timely and efficient manner, while proactively adding value and constantly challenging our clients with new ideas. Our success is rooted in our service teams’ ability to be fully engaged and focused on our clients, while maintaining an energy level that is necessary to exceed expectations.

Sax is committed to working diligently to ensure you receive a level of service that will be quite different from your prior experiences, while minimizing disruptions to you. In addition, you will have access to all industry expertise at Sax, including our Advisory, Wealth Management and Technology teams. These resources will be aligned to help achieve any business and/or personal financial goals.