Sax Wealth Advisors, LLC
Marie DeCaprio CFP®, CFA, is a seasoned financial professional with extensive experience in wealth management and investment management. Currently serving as a Wealth Advisor at Sax Wealth Advisors, LLC since February 2015, Marie provides comprehensive financial planning services. Previously, Marie held the position of Financial Planner at MCD Advisors from November 2003 to January 2016, a firm specializing in fee-only financial advice. Earlier roles include Portfolio Manager for Citibank Asset Management, managing fixed income for private bank clients, and serving as Portfolio Manager for Prudential Investments, focusing on municipal bond mutual funds. Marie holds an MBA in Finance from NYU Stern School of Business and a Bachelor's degree in Economics from Rutgers University.
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Sax Wealth Advisors, LLC
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, we provide a wide range of strategies and services to help you reach your financial goals at every stage of life. Unlike large-sized investment firms, Sax Wealth Advisors offers personal attention from a dedicated team of advisors. At the same time, our depth of expertise and resources allows us to offer big company services driven by our clients' unique objectives and expectations. Our smaller size enables us to have a larger focus on your overall financial goals - not simply the performance of your portfolio.