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.
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.