Experience wealth management, redefined
Savvy combines technology with real-world financial expertise to offer you more freedom and peace of mind.
Charles Schwab & Co., Inc.
Net worth and returns in the graphic are for illustrative purposes only. Returns are not guaranteed.
Dedicated and experienced financial advisors backed by technology
Your advisor will craft a personalized financial plan based on your unique needs. Savvy provides your advisors with the technology to help you reach your financial goals.
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Your full financial picture in one place
Easily track your investments and net worth anytime, anywhere. Update your progress, set benchmarks, and measure your performance against your financial goals in the Savvy dashboard.
Personalized investment management
As a fiduciary, Savvy is committed to acting in your best interest. That’s why our advisors craft a personalized investment strategy tailored to your goals and risk tolerance, ensuring your portfolio is managed proactively.
Why Savvy?
$1.5B
50+
We're a technology-driven wealth management firm that helps you find the right advisor to help you achieve your financial goals.
Testimonials
The testimonials shared herein were collected from clients of Savvy and are based on their unique experiences, in their own words. The testimonials being shared are not intended to be representative of all of Savvy’s client experiences. Testimonials were provided by clients on a voluntary basis and no cash or non-cash compensation was provided. Any mention of performance in a client testimonial is based on their experience working with Savvy and is not intended to represent an opinion on performance related to investments or holdings. All investing involves risk, including the possible loss of principal and fluctuation of value. Past performance is no guarantee of future results.
Savvy Dashboard Experience
No more physical documents, fax machines, or unnecessary trips to the post office.
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Find the right wealth
manager for you
Savvy's team comprises exceptional and seasoned financial advisors all across the US.
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We couldn't find any advisors in your selected location and focus area.
Try adjusting your search criteria or expanding your Focus Area to see more options. If you still need assistance, feel free to reach out to us—we’re here to help.
Cindy
Alvarez
Littleton, CO
Location
Colorado
State
12
Years of Experience
Tax Optimization
Financial Planning & Analysis
Investing for Women
Littleton, CO
Location
Colorado
States
Tax Optimization
Financial Planning & Analysis
Investing for Women
Focus Area
Cindy
Alvarez
12
Years of Experience
Tax Optimization
Financial Planning & Analysis
Investing for Women
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Craig
Austad
Denver, CO
Location
Colorado
State
25
Years of Experience
CLU
CFP®
Retirement Planning
Late-Stage College Planning
Tax Optimization
Denver, CO
Location
Colorado
States
Retirement Planning
Late-Stage College Planning
Tax Optimization
Focus Area
Craig
Austad
25
Years of Experience
CLU
CFP®
Retirement Planning
Late-Stage College Planning
Tax Optimization
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Chase
Austin
Charlotte, NC
Location
North Carolina
State
11
Years of Experience
Tax Optimization
Financial Planning & Analysis
Retirement Planning
Charlotte, NC
Location
North Carolina
States
Tax Optimization
Financial Planning & Analysis
Retirement Planning
Focus Area
Chase
Austin
11
Years of Experience
Tax Optimization
Financial Planning & Analysis
Retirement Planning
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Joshua
Barone
Reno, NV
Location
Nevada
State
19
Years of Experience
Investment Management
Estate & trust planning
Tax optimization
Reno, NV
Location
Nevada
States
Investment Management
Estate & trust planning
Tax optimization
Focus Area
Joshua
Barone
19
Years of Experience
Investment Management
Estate & trust planning
Tax optimization
Empower your financial future
Streamline every aspect of your financial life with client services that deliver a more seamless and efficient experience.
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Are you curious about your financial performance and looking to get a clear overview of your finances? The Savvy Dashboard brings all your finances together in one easy-to-use platform. Set meaningful financial goals and connect with an advisor to explore how they can help guide you toward achieving them. Sign up today and take control of your financial future.
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.
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 work with trusted custodian Fidelity, to securely custody and protect your assets. Fidelity is registered with the SEC and is a member of both FINRA and SIPC, ensuring the highest standards of compliance and security. Fidelity adheres to the SEC’s Customer Protection Rules, safeguarding your assets against misappropriation.You may select Charles Schwab & Co., Inc. or another brokerage firm to custody your assets and effect transactions on your account. As a registered broker-dealer and a member of the Securities Investor Protection Corporation (SIPC), Schwab is subject to certain regulations intended to protect assets held in brokerage accounts maintained at Schwab.
These materials have been independently produced by Savvy. Savvy is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. Savvy Advisors provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.