Experience wealth management, redefined

Savvy combines technology with real-world financial expertise to offer you more freedom and peace of mind.

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Personalized financial roadmap

When you sign up with one of our Savvy advisors you receive a personalized financial roadmap tailored to your unique goals, designed to assist you in growing and safeguarding your assets for a secure financial future.

Curated investment portfolios

Expertly curated investment portfolios are tailored to align with your unique financial goals and preferences, ensuring that your investments are specifically designed to meet your individual needs and aspirations.

Dedicated investment team

Our investment team provides invaluable support to your advisor and portfolio through quarterly reviews and insightful guidance, empowering you to reach your goals. Count on us to assist you and your advisors in positioning you to hit your goals.

Backed by trusted custodians

Our investment team provides invaluable support to your advisor and portfolio through quarterly reviews and insightful guidance, empowering you to reach your goals. Count on us to assist you and your advisors in positioning you to hit your goals.

Personalized financial roadmap

When you sign up with one of our Savvy advisors you receive a personalized financial roadmap tailored to your unique goals, designed to assist you in growing and safeguarding your assets for a secure financial future.

Curated investment portfolios

Expertly curated investment portfolios are tailored to align with your unique financial goals and preferences, ensuring that your investments are specifically designed to meet your individual needs and aspirations.

Dedicated investment team

Our investment team provides invaluable support to your advisor and portfolio through quarterly reviews and insightful guidance, empowering you to reach your goals. Count on us to assist you and your advisors in positioning you to hit your goals.

Backed by trusted custodians

Our investment team provides invaluable support to your advisor and portfolio through quarterly reviews and insightful guidance, empowering you to reach your goals. Count on us to assist you and your advisors in positioning you to hit your goals.

Personalized financial roadmap

When you sign up with one of our Savvy advisors you receive a personalized financial roadmap tailored to your unique goals, designed to assist you in growing and safeguarding your assets for a secure financial future.

Curated investment portfolios

Expertly curated investment portfolios are tailored to align with your unique financial goals and preferences, ensuring that your investments are specifically designed to meet your individual needs and aspirations.

Dedicated investment team

Our investment team provides invaluable support to your advisor and portfolio through quarterly reviews and insightful guidance, empowering you to reach your goals. Count on us to assist you and your advisors in positioning you to hit your goals.

Backed by trusted custodians

Our investment team provides invaluable support to your advisor and portfolio through quarterly reviews and insightful guidance, empowering you to reach your goals. Count on us to assist you and your advisors in positioning you to hit your goals.

Personalized financial roadmap

When you sign up with one of our Savvy advisors you receive a personalized financial roadmap tailored to your unique goals, designed to assist you in growing and safeguarding your assets for a secure financial future.

Curated investment portfolios

Expertly curated investment portfolios are tailored to align with your unique financial goals and preferences, ensuring that your investments are specifically designed to meet your individual needs and aspirations.

Dedicated investment team

Our investment team provides invaluable support to your advisor and portfolio through quarterly reviews and insightful guidance, empowering you to reach your goals. Count on us to assist you and your advisors in positioning you to hit your goals.

Backed by trusted custodians

Our investment team provides invaluable support to your advisor and portfolio through quarterly reviews and insightful guidance, empowering you to reach your goals. Count on us to assist you and your advisors in positioning you to hit your goals.

Modern, human
financial advice

Personalized financial roadmap

When you sign up with one of our Savvy advisors you receive a personalized financial roadmap tailored to your unique goals, designed to assist you in growing and safeguarding your assets for a secure financial future.

Curated investment portfolios

Expertly curated investment portfolios are tailored to align with your unique financial goals and preferences, ensuring that your investments are specifically designed to meet your individual needs and aspirations.

Dedicated investment team

Our investment team provides invaluable support to your advisor and portfolio through quarterly reviews and insightful guidance, empowering you to reach your goals. Count on us to assist you and your advisors in positioning you to hit your goals.

Backed by trusted custodians

Our investment team provides invaluable support to your advisor and portfolio through quarterly reviews and insightful guidance, empowering you to reach your goals. Count on us to assist you and your advisors in positioning you to hit your goals.

Personalized financial roadmap

When you sign up with one of our Savvy advisors you receive a personalized financial roadmap tailored to your unique goals, designed to assist you in growing and safeguarding your assets for a secure financial future.

Curated investment portfolios

Expertly curated investment portfolios are tailored to align with your unique financial goals and preferences, ensuring that your investments are specifically designed to meet your individual needs and aspirations.

Dedicated investment team

Our investment team provides invaluable support to your advisor and portfolio through quarterly reviews and insightful guidance, empowering you to reach your goals. Count on us to assist you and your advisors in positioning you to hit your goals.

Backed by trusted custodians

Our investment team provides invaluable support to your advisor and portfolio through quarterly reviews and insightful guidance, empowering you to reach your goals. Count on us to assist you and your advisors in positioning you to hit your goals.

Personalized financial roadmap

When you sign up with one of our Savvy advisors you receive a personalized financial roadmap tailored to your unique goals, designed to assist you in growing and safeguarding your assets for a secure financial future.

Curated investment portfolios

Expertly curated investment portfolios are tailored to align with your unique financial goals and preferences, ensuring that your investments are specifically designed to meet your individual needs and aspirations.

Dedicated investment team

Our investment team provides invaluable support to your advisor and portfolio through quarterly reviews and insightful guidance, empowering you to reach your goals. Count on us to assist you and your advisors in positioning you to hit your goals.

Backed by trusted custodians

Our investment team provides invaluable support to your advisor and portfolio through quarterly reviews and insightful guidance, empowering you to reach your goals. Count on us to assist you and your advisors in positioning you to hit your goals.

Personalized financial roadmap

When you sign up with one of our Savvy advisors you receive a personalized financial roadmap tailored to your unique goals, designed to assist you in growing and safeguarding your assets for a secure financial future.

Curated investment portfolios

Expertly curated investment portfolios are tailored to align with your unique financial goals and preferences, ensuring that your investments are specifically designed to meet your individual needs and aspirations.

Dedicated investment team

Our investment team provides invaluable support to your advisor and portfolio through quarterly reviews and insightful guidance, empowering you to reach your goals. Count on us to assist you and your advisors in positioning you to hit your goals.

Backed by trusted custodians

Our investment team provides invaluable support to your advisor and portfolio through quarterly reviews and insightful guidance, empowering you to reach your goals. Count on us to assist you and your advisors in positioning you to hit your goals.

Personalized financial roadmap

Curated investment portfolios

Dedicated investment team

Backed by trusted custodians

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Personalized financial roadmaps

When you work with a Savvy wealth manager, you'll receive a personalized financial plan tailored to your goals.

Curated investment portfolios

We curate your investment portfolio end-to-end to ensure your investments are specifically designed to meet your individual investment philosophy, needs and aspirations.

Your own dedicated investment team

Our in-house investment and equities research team support you with insightful guidance to reach your goals.

Backed by trusted custodians

We partner with Charles Schwab and Fidelity to custody and safeguard 100% of our clients' assets. Custodians are subject to the SEC’s Customer Protection Rules to prevent misappropriation.

Personalized financial roadmap

When you work with a Savvy wealth manager, you'll receive a personalized financial plan tailored to your goals.

Curated investment portfolios

We curate your investment portfolio end-to-end to ensure your investments are specifically designed to meet your individual investment philosophy, needs and aspirations.

Dedicated investment team

Our in-house investment and equities research team support you with insightful guidance to reach your goals.

Backed by trusted custodians

We partner with Charles Schwab and Fidelity to custody and safeguard 100% of our clients' assets. Custodians are subject to the SEC’s Customer Protection Rules to prevent misappropriation.

Why Savvy?

We're building technology-driven wealth management to provide a seamless view over your full financial landscape.

We're doing it with investment team talent that conducts regular  portfolio reviews to assist your advisory team in reaching your financial goals. Our technology streamlines everything from the onboarding process to performance reporting to give your advisor more time to spend directly with you.

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Featured In
NYSE
Business Insider
InvestmentNews
WealthManagement.com
Wall Street Journal
RIA Intel
NYSE
Business Insider
InvestmentNews
WealthManagement.com
Wall Street Journal
RIA Intel
NYSE
Business Insider
InvestmentNews
CNN Underscored
Wall Street Journal
RIA Intel

Find the right wealth
manager for you

Savvy's team comprises exceptional and seasoned financial advisors all across the US.

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Maya Joelson

Maya Joelson

New York City, NY

Focus Areas:

Global Equity Research

Personal Direct Indexing

Investment Management

Michael Most

Michael Most

Fort Lauderdale, FL

Focus Areas:

Personal Direct Indexing

Financial Planning & Analysis

Investment management

Daniel Brady

Dan Brady

Rye, NY

Focus Areas:

Post-Divorce Planning

Investment management

Financial Planning & Analysis

Brent Boden

Brent Boden

Northern Kentucky

Focus Areas:

Succession Planning

Tax Optimization

Financial Planning & Analysis

Debt Management

John Khoury

John Khoury

Boston, MA

Focus Areas:

Personal Direct Indexing

Retirement Planning

Tax Optimization

Dan Perrino

Dan Perrino

Bellingham, WA

Focus Areas:

Tax Optimization

Retirement planning

Estate and Trust

Ryan Bond

Ryan Bond

West Chester, PA

Focus Areas:

Alternatives Investing

Financial Planning & Analysis

Estate and Trust

Jacob Dubose

Jacob Dubose

Denver, CO

Focus Areas:

Financial Planning & Analysis

Estate & Trust Planning

Tax Optimization

Frank Remund

Frank Remund

Boise, ID

Focus Areas:

Financial Planning & Analysis

Tax Optimization

Investment Management

Aaron Weigman

Aaron Wiegman

Del Mar, CA

Focus Areas:

Financial Planning & Analysis

Tax Optimization

Succession Planning

Retirement Planning

Dustin Parsons

Dustin Parsons

Central Arkansas

Focus Areas:

Financial Planning & Analysis

Estate & Trust Planning

Banking and Investing for Beginners

Tax Optimization

Eric Kirste

Eric Kirste

Arlington Heights, IL

Focus Areas:

Investment Management

Financial Planning & Analysis

Retirement Planning

Succession Planning

Arynton Hardy

Arynton Hardy

Los Angeles, CA

Focus Areas:

Financial Planning & Analysis

Tax Optimization

Alternatives Investing

David Gottleib

David Gottlieb

West Orange, NJ

Focus Areas:

Real Estate Investment Planning

Estate Planning

Tax Optimization

Risk Management

Scott Eichler

Scott Eichler

Orange County, CA

Focus Areas:

Structured Planning

Small Business Tax

Environment, Social and Governance (ESG) Investing

Retirement Planning

Louis Green

Louis Green

New York City, NY

Focus Areas:

Investment Management

Retirement Planning

Financial Planning & Analysis

Chase Austin

Chase Austin

Charlotte, NC

Focus Areas:

Tax Optimization

Financial Planning & Analysis

Retirement Planning

Albert Pinedo

Albert Pinedo

Saint Petersburg, Florida

Focus Areas:

Tax Optimization

Financial Planning & Analysis

Investment Management

Adam Dean

Adam Dean

Sergeant Bluff, IA

Focus Areas:

Succession Planning

Financial Planning & Analysis

Estate & Trust Planning

Retirement Planning

Nate Kunkel

Nate Kunkel

Cincinnati, Ohio

Focus Areas:

Procter & Gamble (P&G) Employee Benefits

Income Planning

Retirement Planning

Brian Mills

Brian Mills

Los Angeles, LA

Focus Areas:

Alternatives Investing

Investment Management

Retirement Planning

Brad Morgan

Brad Morgan

Cincinnati, OH

Focus Areas:

Procter & Gamble (P&G) Employee Benefits

Income Planning 

Legacy & Charitable Planning

Brian Mills

Brian Boswell

Round Rock, TX (suburb of Austin, TX)

Focus Areas:

Employer-Sponsored Plans

Tax Optimization

Financial Planning & Analysis

Alex Austin

Alex Austin

Bloomfield Hills, MI

Focus Areas:

Retirement Planning

Tax Optimization

Financial Planning & Analysis

Investment Management

Michaela Sullivan

Denver, Colorado

Focus Areas:

Retirement Planning

Tax Optimization

Financial Planning & Analysis

Colin Farr

Denver, Colorado

Focus Areas:

Retirement Planning

Tax Optimization

​​Investment Management

J. Nick McLaughlin

Hawthorne, CA

Focus Areas:

​​Investment Management

Retirement Planning

Tax Optimization

Drew Martino

Calabasas, CA

Focus Areas:

Tax Optimization

Financial Planning & Analysis

Investment Management

Dan Moore

Chicago, IL

Focus Areas:

Retirement Planning

Estate & Trust Planning

Tax Optimization

Investment Management

Eric Passin

Denville, New Jersey

Focus Areas:

Retirement Planning

Estate & Trust Planning

Executive Compensation Planning

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.

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FAQ

What 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 view your accounts with consolidated advice and reporting on held-away accounts and more. Take a look at our Wealth Managers and their specialties here.

What makes Savvy different from other firms?

We don’t believe in a one-size-fits all approach and neither do our Wealth Managers. Every Wealth Manager at Savvy is different and every client gets a customized experience because of it. We take pride in matching you with a financial professional that will create the right customized plan for you. Whether you want to align your investments with your personal ethics or you want to customize your Direct Indexing portfolio, we are here to help. We also use proprietary technology to make your financial life easier with one view for all your accounts. We value our clients and your feedback and have implemented improvements for effortless performance tracking thanks to client feedback.

How do I pick a Wealth Manager and how much will this cost?

We can help match you to the right Wealth Manager based on your interests and the services you are looking for, just take a minute to fill out our online questionnaire and we will get started on your match. Each of our Wealth Managers customizes pricing for you, depending on your needs and complexities. Our pricing isn’t transaction-based on trade volume, which eliminates the conflict of interest of our Wealth Managers to make investment decisions to generate compensation. Savvy and our financial professionals have a duty of care and loyalty to always serve the best interest of our clients.

Who is Savvy?

Savvy is a SEC registered investment adviser & wealth management firm providing asset management to high net worth individuals. We aim to uphold the industry’s highest standard of service and conduct when working with clients.

How does Savvy keep my assets secure?

We partner with qualified custodians, Charles Schwab and Fidelity, to custody and safeguard your assets. Charles Schwab and Fidelity are registered with the SEC and are both members of FINRA and SIPC. Our custodians are subject to the SEC’s Customer Protection Rules to prevent misappropriation of your assets.

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