SAX Wealth Advisors, LLC
Fee-Only Financial Advisor serving the Greater NY area
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.
Marie DeCaprio is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Marie DeCaprio is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Marie DeCaprio is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Marie DeCaprio is a member of The Financial Planning Association® (FPA®)
FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Marie DeCaprio
855 Valley Rd
Clifton, NJ 07013