Marie DeCaprio| CFP®, CFA®
SAX Wealth Advisors, LLC
- Fee-Only Financial Services
- Comprehensive Financial Planning
- Investment Management
- Retirement Planning
- Women's Financial Issues
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Marie DeCaprio has been managing portfolios, developing financial plans, offering investment advice and providing other wealth management services for 30 years. She works with high-net-worth individuals, family-owned businesses and qualified retirement plans, offering comprehensive and highly customized services and strategic financial plans. In her role as partner, Marie leads initiatives to enhance the Sax client experience and develop the firm’s team of wealth advisors and portfolio managers.
Prior to joining Sax Wealth Advisors, Marie began her career at Prudential Investments before moving on to Citibank Private Bank and eventually founding MCD Advisors, LLC. She holds a B.A. in Economics from Rutgers University and an M.B.A. in Finance from New York University Stern School of Business. Marie enjoys cooking in her free time, in between being a “dance mom” for her daughter and a spectator at her son’s diving competitions.
Sax Wealth Advisors LLC is an independent registered investment advisor offering financial services built on trust, integrity and meaningful client relationships.
As a wholly owned subsidiary of Sax LLP, a leading accounting, tax and advisory firm in the New York tri-state area, Sax Wealth Advisors provides a wide range of strategies and services to help you reach your financial goals at every stage of life.
Sax Wealth Advisors is registered with the Securities Exchange Commission and complies with the highest fiduciary standards. As an independent investment advisor, we are able to provide objective advice focused solely on your priorities and goals, and never on selling propitiatory investment products.
Sax Wealth Advisors is committed to being our clients’ most valued advisor by understanding their Vision and providing solutions that meet their expectations to assure their success. We are dedicated to continually building a great firm that attracts, develops, excites and retains exceptional people.
Sax Wealth Advisors takes an academic, research-based approach to accumulating, protecting and transferring your wealth. Utilizing passive asset class investing and broad global diversification practices, this proven technique offers a lower cost, lower risk alternative to Wall Street’s traditional “beat the market” system, without compromising on value or results.