Marie DeCaprio
Head of Investment Policy Committee, Partner, Wealth 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.
Contact Me
Send Marie a Message
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 Marie DeCaprio
Marie DeCaprio has over 30 years of experience investing portfolios and creating customized, comprehensive financial plans. Marie believes too many investors are giving cookie-cutter advice for the masses. She believes each client has a specific set of circumstances that need to be evaluated to develop a comprehensive financial blueprint that makes the most sense for them and their unique circumstances.
She also believes that clients must have an ongoing relationship and partnership with a trusted advisor and realize that managing one’s finances has nuances that only an experienced professional can help with. 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. She is also Head of the firm’s Investment Policy Committee.
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. In her free time, Marie enjoys cooking and baking, specifically uncovering old-Italian cookie recipes.
Education
- Bachelor’s Degree in Economics, Rutgers University
- MBA in Finance, New York University Stern School of Business
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 Marie DeCaprio
- 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
Office Locations
551 Madison Ave., 12th Floor - New York, NY 10022
12724 Gran Bay Parkway, Suite 410 - Jacksonville, FL 32258
100 Charles Ewing Boulevard, Suite 130 - Ewing, NJ 08628
389 Interpace Pkwy, Floor 3 - Parsippany, NJ 07054
