Kyle Stawicki, ChFC
Kyle Stawicki has been with Sax Wealth Advisors since 2006 and works with both private and institutional clients in the areas of portfolio management and wealth planning. He focuses his efforts on providing investment solutions tailored to meet the goals and objectives of each client. Kyle has provided financial consulting services to high net worth individuals in the private sector as well as to institutional clients, specializing in portfolio management and wealth planning. In addition, Kyle has extensive experience analyzing and managing retirement and 401(k) plans, formulating recommendations, transferring plans, establishing new plans, and selecting portfolios.
In 2011, he completed the Chartered Financial Consultant ChFC® designation from the American College. Kyle has a Bachelor of Science degree in Finance from Lehigh University.
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Marie DeCaprio, CFA®, CFP®
Marie DeCaprio has been managing portfolios, developing financial plans, offering investment advice and providing other wealth management services for more than 27 years. At Sax Wealth Advisors, 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, 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.
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Guy McPhail CFP®, CPA/PFS
Guy McPhail is a seasoned family and small business wealth advisor with over 25 years of experience providing financial solutions, including financial planning, discretionary portfolio management and proactive tax planning.
Guy is Partner-in-Charge of the firm’s Pennington NJ based office, and joined Sax Wealth Advisors in the 2017 acquisition of his wealth management firm, The GM Financial Group LLC where he was Founder and President.
Guy is frequently published in a wide range of industry publications, and is co-author of the Amazon best-selling book, “Tax Breaks of the Rich and Famous”. He consults and leads webinars for the New Jersey Small Business Development Center and sits on the faculty of Lawline, where he informs attorneys on tax laws and other financial matters.
- Member, The National Association of Personal Advisors (NAPFA)
- Member, The New Jersey Society of Certified Public Accountants (NJSPCA)
- Member, The American Institute of Certified Public Accountants (AICPA)
- Member, Princeton Regional Chamber of Commerce
- Former Board Member, Pennington, NJ Economic Development Commission
- Former Board Member, Pennington Business and Professional Association (PBPA)
- Board Member, Friends of Alouette International
- Past Leader, The New Jersey Society of CPA’s Financial Planning Interest Group
Guy is a Certified Financial Planner Practitioner(CFP®) and a Certified Public Accountant/Personal Financial Specialist(CPA/PFS).
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