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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Marie Halpert

Product Manager, Stripe

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Marie Halpert

Product Manager, Stripe

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CTO, Instacart

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Marie Halpert

Product Manager, Stripe

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Audrey Martin

CTO, Instacart

The Savvy Difference

Financial advisor giving advice to tech professionals

Superhuman Advisors

Our super human advisors offer the bespoke advice and services that your portfolio deserves. Beyond their deep knowledge, each financial advisor is equipped with Savvy's technology platform. Every financial plan is evaluated programmatically and balanced with our advisor's expertise to provide you with the best outcome.

Modern Client Experience

Our online client portal offers instant access to your advisor and full financial picture without the hassle of back and forth emails, sharing financial models through Excel, and scheduling phone tag.

Our Specialities

Concentrated Stock
Equity Planning for tech professionals

Concentrated Stock
Equity Planning

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How to hedge or diversify your concentrated and often illiquid position
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Liquidity event planning (pre event and post event management)
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Option exercising plan (including access to lending products to help with exercising)
Crypto & Private
Market Opportunities for tech professionals

Crypto & Private
Market Opportunities

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Crypto investment management
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Access to exclusive private market investments
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Deal evaluation for venture investment opportunities
Tax Optimization for tech professionals

Tax Optimization

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Direct indexed tax-loss harvesting
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Private Placement Life Insurance (super-funded Roth account)
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Charitable Lead Annuity Trusts and Charitable Remainder Unitrust
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Mega backdoor Roth 401(k)
More About Services

Services Offered Through Savvy

WEALTH MANAGEMENT

Financial Planning

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

Our collective experience includes managing exits and IPOs at some of the world's most well-known startups.

We've lived it, and we are dedicated to helping other professionals make the most of their hard earned financial milestones.
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Via Acquisition
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Early Employees to IPO
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Via Acquisition & Experienced IPO
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Our Investors

Building the future with the support of leading venture and wealth management investors.
Venture Investors
Wealth Management Investors
Jordan Park
Thrive Capital
Index Ventures
5 leading firms with a combined AUM of over $200B

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Marie Halpert

Product Manager, Stripe

Danielle McDonald
Danielle McDonald

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Danielle McDonald
Danielle McDonald

Researcher, Cisco

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Danielle McDonald
Danielle McDonald

Researcher, Cisco