As a Wealth Advisor at Sax Wealth Advisors, Rachael puts her clients, rather than the markets, at the center of the wealth management process. With 25 years of industry experience, she has managed client relationships through a myriad of market and economic environments. This perspective helps guide client conversations, portfolio construction and ensures measurements of success are aligned with the client’s goals and priorities, rather than benchmarked against investment performance. Incorporating this wealth management philosophy provides the framework for financial strategies and client relationships that are personally meaningful.
Rachael has extensive experience providing solutions for widows and divorcees, multigenerational families, small law firms and medical practices. Throughout her career, Rachael worked intimately with Boards and Investment Committees of mission-based endowments and foundations ranging from $100K to $400M. Whoever the client, she finds tremendous professional fulfillment in supporting her clients as they attain financial security and wellness.
Rachael received her B.A in Economics from Colby College and completed graduate work at Johns Hopkins University. She is a 2024 Advisory Board Member for Portfolio Summit and involved with multiple community organizations such as Dress for Success, Toca Juniors Futbol, Becky’s Fund, and her daughter’s non-profit, Razzle Dazzle Birthdays.
Rachael is a Washingtonian and lives with her daughter and their Cavachon in Bethesda, Maryland.