2023 Year in Review

SAX’S 2023 YEAR IN REVIEW

As we embark on another promising year at SAX, it’s with immense pride and gratitude that we reflect on our remarkable journey throughout 2023. This past year has been a testament to our unwavering commitment to excellence, innovation, and community stewardship, propelling us forward on our path toward becoming a Top 50 firm by 2026.

With strategic expansions in our Tax Practice, bolstering advisory capabilities through seasoned partners and enhanced service offerings, along with notable achievements such as surpassing $2 billion in collective assets under management and embarking on a transformative journey leveraging AI, every success has been made possible through your unwavering support and partnership.

Join us in revisiting the milestones and achievements that have defined our journey.

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