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

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

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

Discover the benefits of partnering with Savvy to transform your business

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Technology-Powered Advisor Platform

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

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.

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.  

Maximized Revenue & Earning Potential

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

Opportunities for Career Growth

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

Inspiring achievement for financial advisors

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Dan Perrino

"Boosted by Savvy's tech, my practice has soared. Efficiency and value-adds shine from onboarding to portfolio management, enhancing the client experience."

Dan Perrino

Principal Wealth Manager

Dan is originally from the Chicagoland area and earned his Bachelor's Degree from Fordham University in Bronx, NY. Following graduation, Dan moved back to Chicago and joined Eze Software Group, a FinTech company that delivers execution and order management software to institutional trade desks. At Eze, Dan worked closely with Product Managers, Software Engineers, Head Traders, Portfolio Managers, and Compliance officers to design and implement trade execution order flows. After four years working with Eze, Dan moved to Bellingham, WA with his now wife, Jess and joined a local Merrill Lynch office where he obtained his Series 7, Series 66, and Insurance Producers licenses and practiced as a Financial Advisor.

In 2019, Dan transitioned to LPL Financial & Clarity Capital Management where he continued to practice as a Financial Advisor in Bellingham, WA until joining the Savvy Wealth Management Team in August, 2022. Dan aims to help clients achieve their financial goals by delivering highly customized investment strategies & financial plans. In his free time, Dan enjoys golfing, water skiing on Lake Whatcom, and spending quality time with his wife and three dogs.


Dan holds a Bachelor of Business Administration with concentrations in Finance and Information Systems from Fordham University in Bronx, NY and holds his Series 7, Series 66, and Insurance Producers licenses as a practicing Financial Advisor.

Nathan Wallace

"Savvy Direct Indexing now helps many of my clients boost their potential after-tax returns, further deepening my practice's capabilities."

Nathan Wallace

Principal Wealth Manager

Nathan brings 15+ years of investment experience to Savvy. He began his career as a research analyst at a boutique quantitative equity management firm, where he helped research and implement new factors to drive portfolio performance. During that time, he entered the institutional consulting field and helped plan and implement portfolio strategies for multiple pension funds across the west coast of the United States.

In 2013 Nathan founded Greyfox Investors, with the goal of providing intelligent, approachable wealth management strategies for families, nonprofits and institutions. Nathan is particularly passionate about providing ESG focused solutions to clients and helping align investments with his clients’ ethics.

Nathan lives in southern California with his three children and two dogs. A true outdoorsman and philanthropist, he spends his time outside of work camping, skiing, and volunteering his time with a variety of educational and environmental non-profits.


Nathan double majored in Political Science and History at Trinity University and holds his Series 65.

Brent Boden

"Thanks to Savvy, high-quality leads book time on my calendar automatically, driving my practice forward with no manual marketing effort needed."

Brent Boden

Principal Wealth Manager

Brent brings 15+ years of financial planning, investment and insurance experience to Savvy.  He is passionate about helping clients align their financial goals and aspirations with the right strategies to help them plan for the future and remove financial roadblocks. Brent enjoys building existing and new relationships with his clients by analyzing and developing financial forecasts with actionable plans to guide them through their wealth management, including retirement, investment, risk management, lending, banking, and business and multi-generational planning. Using an educational approach, he encourages clients to ask questions as we work together to design a plan for their financial future.

Brent is a long-time resident of Northern Kentucky & Greater Cincinnati with his wife Nikki and three children.  He is committed to giving back to the community through service as a member of the Northern Kentucky Estate Planning Council and Northern Kentucky Chamber of Commerce and serves on the St. Elizabeth Foundation Board. In his spare time, he enjoys spending time with friends and family, reading, coaching and playing soccer, golf, tennis, backpacking, and traveling.


Brent holds his CFP®, ChFC®, APMA®, and BFA designations, and earned his Bachelor's degree from the University of Kentucky. He went on to complete his Executive MBA from the Quantic School of Business and Technology.

Financial Planning Retirement
Trust Planning
Estate Planning
Tax Strategy
Alternative Investments (3rd party)
Direct Indexing
Net Worth Tracking
Held Away Accounts
Flexible Financing (3rd party)
Lines of Credit (3rd party)
...and more.

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Reshaping wealth management with vision and ingenuity

Help us build a future where wealth management is seamlessly integrated, personalized, and centered on delivering extraordinary client experiences.



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.