Gregg Munn
Senior Financial Planning and Tax Advisor
SAX Wealth Advisors
For more than 65 years, SAX has offered industry expertise, value-added services and customer-centric results that complement and advance your financial plan.
I am Fee-Only
I do not accept commission, referral fees, or compensation of any kind based on selling financial products, without exception.
I am a Fiduciary
I will put your best interests first, and fully disclose and manage unavoidable conflicts fairly in your favor, at all times.
Things to Know
Serving clients across the country, and locally in our offices throughout NY, NJ, MA, NH, FL, OH, and MD.
We offer complimentary consultations either in person or virtually.
As an independent registered advisor acting as a fiduciary, our interests align with yours as we leverage our expertise and resources to provide a wide range of solutions to help prepare for your future and enhance your financial position at every stage of your life.
Begin your journey to financial peace of mind. Schedule a complimentary consultation here.
Get to Know Gregg Munn
Gregg Munn Jr. has extensive wealth management advisory experience that includes financial planning, investment portfolio analysis and management, retirement planning, cash flow and budget management, strategic tax planning and preparation, trust and estate planning, and risk management with insurance planning.
Gregg earned a Bachelor of Science Degree in Accounting and Finance from Florida State University and Masters of Accountancy from North Florida. He is a Certified Public Accountant (CPA) and a Certified Financial Planner Practitioner (CFP®).
Gregg is a member of NAPFA (The National Association of Financial Advisors) and the NJCPA (The New Jersey Society of CPA’s).
Education
- BS Accounting and Finance, Florida State University
- Masters of Accountancy, North Florida
Community
- Member, NAPFA (The National Association of Financial Advisors)
- Member, NJCPA (The New Jersey Society of CPAs)
- Member, Hunterdon County Chamber of Commerce in Flemington, NJ
I Can Help You With:
- Comprehensive Financial Planning
- Investment Management
- Retirement Planning
- Charitable Giving
- Wealth Management
- Estate Planning
- Generational Preparedness
- Tax Planning
Ideal Clients:
- Retirees and Near Retirees
- Business Owners and Executives
- Sudden Money Situations
- High Net Worth Families and Individuals
FAQ with Gregg Munn
- What type of clients benefit most from your services?
- How do you charge and what are your fees?
- Do you offer a free initial consultation?
Individuals and Families who are looking for a holistic approach to their planning and investments.
- What type of clients benefit most from your services?
Individuals and Families who are looking for a holistic approach to their planning and investments.
- How do you charge and what are your fees?
- Do you offer a free initial consultation?
Fee-Only and Fiduciary - Without Exception
Watch Our Video: Fee-Only, Fiduciary, Independent
Gregg Munn's Designations and Affiliations
Gregg Munn is a Certified Public Accountant (CPA)
Office Locations
12724 Gran Bay Parkway, Suite 410 - Jacksonville, FL 32258
100 Charles Ewing Boulevard, Suite 130 - Ewing, NJ 08628
551 Madison Avenue, 12th Floor - New York, NY 10022
389 Interpace Pkwy, Floor 3 - Parsippany, NJ 07054
