Know what we do

Built for Entrepreneurs by an Entrepreneur

Saxe Capital was built by an entrepreneur who has founded and led multiple companies and understands the demands of investing, preserving, and coordinating wealth. It was created as a modern alternative to traditional Wall Street firms—not by replicating their mass-market approach, but by rethinking what sophisticated clients actually need. At Saxe Capital, we direct our resources into technology, planning systems, and an integrated strategy seeking to deliver tangible value.

Today, the firm operates as The Entrepreneur’s Chief Wealth Officer™, providing family office style services by coordinating through a fiduciary advisor who puts clients' interests first and serves as their Family CFO, quarterbacking coordination across tax, legal, investment, insurance, and both financial and business planning to ensure their entire financial life moves in alignment with their long-term goals.

What We Do

We orchestrate every dimension of your wealth — so you can focus on pursuing your vision and passions, not coordinating advisors.

Strategic Wealth Planning

Comprehensive planning that unifies your personal, financial, and business decisions into one coordinated system.

Tax Strategy & Oversight

Forward-looking tax planning coordinated directly with your CPA to improve efficiency and reduce unnecessary drag.

Wealth Management

Integrated portfolio oversight aligned with your after-tax strategy, liquidity needs, and long-term objectives.

Risk & Preservation Planning

Coordinated risk analysis across personal and business exposures so your wealth is safeguarded with intention and structure.

Estate & Legacy Planning

Multi-generation planning that aligns trusts, continuity, and long-term family impact with your overall wealth architecture.

Business Value Growth & Exit Planning

A planning track for entrepreneurs navigating growth, transition, or liquidity — seeking to convert business success into enduring wealth.

Cash Flow & Liquidity Management

Holistic oversight of distributions, compensation, reserves, and liquidity across personal and business ecosystems.

Family CFO Services

Your dedicated fiduciary wealth advisor quarterbacks execution across tax, legal, investment, insurance, and business planning.

Advanced Resources Group

Access to a curated network of specialists — all coordinated through one unified strategy for complex financial and business needs.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.

Powered by Industry Titans

As a multi-custodial firm, we give you the flexibility and advantages of working with LPL Financial, Charles Schwab, and Fidelity Investments, combining personalized guidance with the strength of a diversified infrastructure.

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Custodians

Your Saxe Capital team has the tools, technology, and support of three industry leaders

$18 Trillion¹

Assets Under Custody

Our custodial partners custody over $18 trillion in brokerage and client assets.

Fortune 500²

Support

Your advisory relationship is supported by the resources of multiple Fortune 500 organizations.

¹ Sources: Charles Schwab October 2025 monthly activity report $10.9 trillion; Fidelity 2024 annual report $5.9 trillion; LPL data as of May 2025 $1.8 trillion.

² Charles Schwab ranked #85 and LPL Financial ranked #340 on the Fortune 500 in 2025.