Experience the future
of wealth management

Empowering financial advisors with proprietary technology & automation to deliver modern, human-centric advice to their clients.

Get Started
Partnered with

Net worth and returns in the graphic are for illustrative purposes only. Returns are not guaranteed.

Featured In

Get to know our
Savvy Advisors:

Savvy's team comprises exceptional and seasoned financial advisors. We are ready to offer personalized assistance in crafting bespoke financial plans that perfectly align with the unique needs and goals of each client.

Get Started
pagination

Ojai, CA

01

Nathan Wallace

Focus Areas:
location sign

Investment Management

location sign

ESG Investing

location sign

Personal Direct Indexing

location sign

Foundations & Endowments

New York City, NY

02

Maya Joelson

Focus Areas:
location sign

Investment Management

location sign

Personal Direct Indexing

location sign

Global Equity Research

Fort Lauderdale, FL

03

Michael Most

Focus Areas:
location sign

Investment Management

location sign

Financial Planning & Analysis

location sign

Personal Direct Indexing

Rye, NY

04

Dan Brady

Focus Areas:
location sign

Investment Management

location sign

Financial Planning & Analysis

location sign

Post-Divorce Planning

Northern Kentucky

05

Brent Boden

Focus Areas:
location sign

Succession Planning

location sign

Financial Planning & Analysis

location sign

Tax Optimization

location sign

Debt Management

Boston, MA

06

John Khoury

Focus Areas:
location sign

Retirement Planning

location sign

Tax Optimization

location sign

Personal Direct Indexing

Bellingham, WA

07

Dan Perrino

Focus Areas:
location sign

Retirement Planning

location sign

Tax Optimization

location sign

Estate & Trust Planning

West Chester, PA

08

Ryan Bond

Focus Areas:
location sign

Estate & Trust Planning

location sign

Financial Planning & Analysis

location sign

Alternatives Investing

Denver, CO

09

Jacob Dubose

Focus Areas:
location sign

Tax Optimization

location sign

Financial Planning & Analysis

location sign

Estate & Trust Planning

Boise, ID

10

Frank Remund

Focus Areas:
location sign

Tax Optimization

location sign

Financial Planning & Analysis

location sign

Investment Management

Del Mar, CA

11

Aaron Wiegman

Focus Areas:
location sign

Succession Planning

location sign

Financial Planning & Analysis

location sign

Tax Optimization

location sign

Retirement Planning

Central Arkansas

12

Dustin Parsons

Focus Areas:
location sign

Estate & Trust Planning

location sign

Financial Planning & Analysis

location sign

Tax Optimization

location sign

Banking and Investing for Beginners

Eric Kiste Financial Advisor

Arlington Heights, IL

13

Eric Kirste

Focus Areas:
location sign

Succession Planning

location sign

Financial Planning & Analysis

location sign

Retirement Planning

Los Angeles, CA

14

Arynton Hardy

Focus Areas:
location sign

Tax Optimization

location sign

Financial Planning & Analysis

location sign

Alternatives Investing

Enhance your advisory practice with an all-in-one platform

Discover the benefits of partnering with Savvy to transform your business

Learn More
pagination
01

Technology-Powered Advisor Platform

Streamline CRM, operations, client services, back-office, and marketing workflows with a comprehensive, all-in-one platform.
02

Automated Lead Generation & Marketing

Save time and deliver personalized, multi-channel campaigns to your prospects at scale. Grow your client base with marketing automation, lead generation, & professional marketing expertise.
03

Streamlined Operations

Focus on your revenue-generating operations and spend more time with clients while we handle all of your operations, performance reporting, compliance, and client servicing needs.  
04

Maximized Revenue & Earning Potential

Reach your full earning opportunity potential with top compensation & revenue participation earn-outs.
05

Opportunities for Career Growth

Collaborate with industry-leading professionals from technology and finance backgrounds to help you unlock new opportunities for growth.

Savvy has partnered with LeverageRx

If you are a dedicated professional in the healthcare sector, your financial needs are unique and demanding. Savvy, in partnership with LeverageRx, understands this.

LeverageRx helps medical professionals find the best prices on disability insurance and helps them shop the market for great rates on loans.

sp

FAQ

What is Savvy Wealth?

Savvy Wealth is a technology company that has developed a digital-first platform for financial advisors centered around modernizing human financial advice. Savvy Wealth is the parent company of Savvy Advisors inc. (“Savvy”) a registered investment advisor.  Financial advisors who partner with Savvy, leverage  Savvy Wealth’s purpose-built, technology-powered, integrated technology platform to help supercharge organic growth with cutting-edge software and marketing automation. Savvy Wealth's proprietary technology leverages automation to help empower Savvy advisors to increase efficiency, scale revenue faster and spend more time focused on their clients.  Follow Savvy on LinkedIn to stay up to date on the latest company news and updates.

What is the benefit of technology-enabled wealth management?

Technology-first wealth management, like that offered at Savvy, streamlines financial advisory practice operations. It simplifies CRM, back-office tasks, client services, and marketing workflows. Additionally, automation enables rapid onboarding of new accounts, fast generation of client financial strategy recommendations, and efficient delivery of financial planning services.

How does Savvy streamline financial advisory practice operations?

Savvy streamlines operations by offering a comprehensive, technology-powered platform that handles tasks like CRM, back-office work, client services, and performance reporting. This allows advisors to focus on revenue-generating tasks and spend more quality time with their clients.

What tools and services does Savvy offer for lead generation and marketing?

Savvy provides a lead generation and marketing system to help advisors grow their client base. This includes personalized, multi-channel campaigns that can be delivered at scale, alongside professional marketing support.

How is Savvy reshaping the wealth management industry?

Savvy’s goal is to reshape the wealth management industry by integrating advanced technology with human-centric advisory services. It is striving to set a new standard for wealth management with its vision of a future where services are seamlessly integrated, personalized, and focused on delivering extraordinary client experiences.

How much does it cost to join Savvy as a financial advisor?

Joining Savvy Wealth as a financial advisor does not involve any direct costs. Savvy Wealth is an SEC-registered investment advisor that hires financial advisors as its employees under either a W2 or a 1099 arrangement, based on the most mutually beneficial structure for the advisor and the firm. As a Savvy financial advisor, you gain access to our proprietary technology platform and tools at no additional cost, empowering you to deliver superior financial advice and service to your clients.

How can financial advisors maximize their revenue and earning potential with Savvy?

Savvy offers advisors the opportunity to maximize their revenue and earning potential through competitive compensation structures and revenue participation earn-outs. With Savvy, financial advisors have the potential to boost their income significantly.

How much does it cost a client to hire a Savvy advisor?

As a client, the cost of engaging with Savvy depends on the complexity of your financial needs and the types of services you choose. We offer flexible fee structures that cater to a variety of client needs, including one-time or ongoing financial planning & analysis, as well as full investment management services. Fees for investment management services are typically based on the value of assets under management. For further information regarding our fees please refer to Savvy’s Form ADV , Part 2A. Additionally You can view a full view of our range of products and services at www.savvywealth.com/services. If you're interested in becoming a client, simply leave your information at www.savvywealth.com/for-clients, and we'll get in touch with you to discuss the best options for your financial journey.

What financial planning services does Savvy offer to clients?

Savvy offers a wide range of financial planning services including retirement planning, estate planning, tax strategy, alternative investments, direct indexing, net worth tracking, the ability to manage and track held away accounts, and more. All services are personalized and aided by the power of cutting-edge technology to help provide an efficient and seamless client experience.