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accountingtoday.com > news > sax-wealth-advisors-adds-florida-wealth-manager-lighthouse-financial

Sax Wealth Advisors adds Florida wealth manager

3+ week, 2+ day ago   (288+ words) Sax Wealth Advisors, the wealth management arm of Top 100 Firm Sax Advisory Group, has acquired Florida-based wealth management firm Lighthouse Financial. The deal, which closed at the end of June, gives Sax Wealth Advisors a second Florida office, and adds…...