Experience wealth management, redefined

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

Partnered with

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

Featured In

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.

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

Button

Personalized financial roadmap

When you sign up with one of our Wealth Managers 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 Wealth Manager and portfolio through quarterly reviews and insightful guidance, empowering you to reach your goals. Count on us to assist you and your Wealth Manager in positioning you to hit your goals.

Backed by trusted custodians

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

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.

Why Savvy?

We specialize in technology-driven wealth management to provide a seamless view over your full financial landscape. Easily oversee your entire portfolio — including assets not directly managed by your advisor — all in one place.

Our investment team conducts quarterly portfolio reviews to assist your advisor in achieving your financial goals. We leverage technology to streamline onboarding processes, allowing your financial advisor to dedicate more time to your needs.

Get started
Featured In

Find the right wealth
manager for you

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.

pagination

Nathan Wallace

Ojai, CA

Focus Areas:

Investment Management

ESG Investing

Foundations & Endowments

Personal Direct Indexing

Maya Joelson

New York City, NY

Focus Areas:

Global Equity Research

Personal Direct Indexing

Investment Management

Michael Most

Fort Lauderdale, FL

Focus Areas:

Personal Direct Indexing

Financial Planning & Analysis

Investment management

Dan Brady

Rye, NY

Focus Areas:

Post-Divorce Planning

Investment management

Financial Planning & Analysis

Brent Boden

Northern Kentucky

Focus Areas:

Succession Planning

Tax Optimization

Financial Planning & Analysis

Debt Management

John Khoury

Boston, MA

Focus Areas:

Personal Direct Indexing

Retirement Planning

Tax Optimization

Dan Perrino

Bellingham, WA

Focus Areas:

Tax Optimization

Retirement planning

Estate and Trust

Ryan Bond

West Chester, PA

Focus Areas:

Alternatives Investing

Financial Planning & Analysis

Estate and Trust

Jacob Dubose

Denver, CO

Focus Areas:

Financial Planning & Analysis

Estate & Trust Planning

Tax Optimization

Frank Remund

Boise, ID

Focus Areas:

Financial Planning & Analysis

Tax Optimization

Investment Management

Aaron Wiegman

Del Mar, CA

Focus Areas:

Financial Planning & Analysis

Tax Optimization

Succession Planning

Retirement Planning

Dustin Parsons

Central Arkansas

Focus Areas:

Financial Planning & Analysis

Estate & Trust Planning

Banking and Investing for Beginners

Tax Optimization

Eric Kirste

Arlington Heights, IL

Focus Areas:

Financial Planning & Analysis

Retirement Planning

Succession Planning

Arynton Hardy

Los Angeles, CA

Focus Areas:

Financial Planning & Analysis

Tax Optimization

Alternatives Investing

David Gottlieb

West Orange, NJ

Focus Areas:

Real Estate Investment Planning

Alternatives Investing

Estate & Trust Planning

Delaware Statutory Trusts (DST)

Scott Eichler

Orange County, CA

Focus Areas:

Structured Planning

Small Business Tax

Environment, Social and Governance (ESG) Investing

Retirement Planning

Josh Branham

Lexington, Kentucky

Focus Areas:

Estate & Trust Planning

Tax Optimization

Succession Planning

Louis Green

New York City, NY

Focus Areas:

Investment Management

Retirement Planning

Financial Planning & Analysis

Chase Austin

Charlotte, NC

Focus Areas:

Tax Optimization

Financial Planning & Analysis

Retirement Planning

Albert Pinedo

Saint Petersburg, Florida

Focus Areas:

Tax Optimization

Financial Planning & Analysis

Investment Management

Adam Dean

Sergeant Bluff, IA

Focus Areas:

Succession Planning

Financial Planning & Analysis

Estate & Trust Planning

Retirement Planning

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 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.