Modern Wealth Management
for Modern Professionals
Work with a best-in-class wealth manager to help you achieve your financial goals.
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Backed by industry leaders from
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The Savvy Difference
Superhuman Advisors
Modern Client Experience
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Our Specialities
Concentrated Stock
Equity Planning
Crypto & Private
Market Opportunities
Tax Optimization
Services Offered Through Savvy
WEALTH MANAGEMENT
Financial Planning
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Goals-based planning
Cash-flow models based on various life scenarios
Portfolio Management
Managing the portfolio to achieve the desired exposure across all asset classes
Fully tailorable to specifics clients want (ESG tilt, etc.)
Direct indexing offered to maximize tax-loss harvesting benefits at an individual stock level
Concentrated Stock Management (Options/RSUs)
Manage stock options and optimal exercise strategies
Liquidate and diversify concentrated stock positions (e.g., exchange fund)
Secondary market sales for liquidity on private stock
Charitable giving
Philanthropic interests of clients
Tax efficient charitable contributions
Bill paying
Ensuring outgoing bill payments are made on time.
Alternative Investment Opportunities
PE/VC funds, angel investments, crypto
Managing existing investments
Evaluating new opportunities of investment
Crypto Investments
Crypto portfolio allocation
Crypto investment management
Crypto taxation
Credit Management
Manage drawing down on credit facilities (e.g., margin) in a safe manner
Insurance
Personal risk management for liabilities (auto, home/renter’s, umbrella, life, disability)
Tax & Trust
Tax Planning & Strategy
Finding and implementing strategies to minimize tax exposure.
Trust & Estate Planning
Generational wealth planning
Tax optimization through trust structures
Family governance over finances
Tax Filing
Paying quarterly taxes to the IRS on time.
Filing taxes with the IRS on time.
We’ve Been There
We've lived it, and we are dedicated to helping other professionals make the most of their hard earned financial milestones.
Our Investors
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Marie Halpert
Product Manager, Stripe
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Danielle McDonald
Researcher, Cisco
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Danielle McDonald
Researcher, Cisco