Experience wealth management, redefined
Savvy combines technology with real-world financial expertise to offer you more freedom and peace of mind.
Net worth and returns in the graphic are for illustrative purposes only. Returns are not guaranteed.
Experience wealth management, redefined
Savvy combines technology with real-world financial expertise to offer you more freedom and peace of mind.
Net worth and returns in the graphic are for illustrative purposes only. Returns are not guaranteed.
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
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.
%20(1).jpg)
Modern, human financial advice
Personalized financial roadmaps
When you work with one of our Wealth Managers, you'll get 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 built around your unique financial preferences ensure that your investments are designed to meet your individual needs.
Dedicated investment team
Not just one wealth manager, but a fully dedicated investment team goaled on your financial success. Our investment team supports your portfolio through quarterly reviews and research-backed guidance.
Backed by trusted custodians
We partner with 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.
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.
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.
Nathan Wallace
Ojai, CA
Investment Management
ESG Investing
Foundations & Endowments
Personal Direct Indexing
Maya Joelson
New York City, NY
Global Equity Research
Personal Direct Indexing
Investment Management
Michael Most
Fort Lauderdale, FL
Personal Direct Indexing
Financial Planning & Analysis
Investment management
Dan Brady
Rye, NY
Post-Divorce Planning
Investment management
Financial Planning & Analysis
Brent Boden
Northern Kentucky
Succession Planning
Tax Optimization
Financial Planning & Analysis
Debt Management
John Khoury
Boston, MA
Personal Direct Indexing
Retirement Planning
Tax Optimization
Dan Perrino
Bellingham, WA
Tax Optimization
Retirement planning
Estate and Trust
Ryan Bond
West Chester, PA
Alternatives Investing
Financial Planning & Analysis
Estate and Trust
Jacob Dubose
Denver, CO
Financial Planning & Analysis
Estate & Trust Planning
Tax Optimization
Frank Remund
Boise, ID
Financial Planning & Analysis
Tax Optimization
Investment Management
Aaron Wiegman
Del Mar, CA
Financial Planning & Analysis
Tax Optimization
Succession Planning
Retirement Planning
Dustin Parsons
Central Arkansas
Financial Planning & Analysis
Estate & Trust Planning
Banking and Investing for Beginners
Tax Optimization
Eric Kirste
Arlington Heights, IL
Financial Planning & Analysis
Retirement Planning
Succession Planning
Arynton Hardy
Los Angeles, CA
Financial Planning & Analysis
Tax Optimization
Alternatives Investing
David Gottlieb
West Orange, NJ
Real Estate Investment Planning
Alternatives Investing
Estate & Trust Planning
Delaware State Trusts (DST)
Scott Eichler
Orange County, CA
Structured Planning
Small Business Tax
Environment, Social and Governance (ESG) Investing
Retirement Planning
Josh Branham
Lexington, Kentucky
Estate & Trust Planning
Tax Optimization
Succession Planning
Louis Green
New York City, NY
Investment Management
Retirement Planning
Financial Planning & Analysis
Chase Austin
Charlotte, NC
Tax Optimization
Financial Planning & Analysis
Retirement Planning
Are you a financial advisor?
Become a Savvy Advisor
Ojai, CA
Nathan Wallace
Investment Management
ESG Investing
Personal Direct Indexing
Foundations & Endowments
New York City, NY
Maya Joelson
Investment Management
Personal Direct Indexing
Global Equity Research
Fort Lauderdale, FL
Michael Most
Investment Management
Financial Planning & Analysis
Personal Direct Indexing
Rye, NY
Dan Brady
Investment Management
Financial Planning & Analysis
Post-Divorce Planning
Northern Kentucky
Brent Boden
Succession Planning
Financial Planning & Analysis
Tax Optimization
Debt Management
Boston, MA
John Khoury
Retirement Planning
Tax Optimization
Personal Direct Indexing
Bellingham, WA
Dan Perrino
Retirement Planning
Tax Optimization
Estate & Trust Planning
West Chester, PA
Ryan Bond
Estate & Trust Planning
Financial Planning & Analysis
Alternatives Investing
Denver, CO
Jacob Dubose
Tax Optimization
Financial Planning & Analysis
Estate & Trust Planning
Boise, ID
Frank Remund
Tax Optimization
Financial Planning & Analysis
Investment Management
Del Mar, CA
Aaron Wiegman
Succession Planning
Financial Planning & Analysis
Tax Optimization
Retirement Planning
Central Arkansas
Dustin Parsons
Estate & Trust Planning
Financial Planning & Analysis
Tax Optimization
Banking and Investing for Beginners
Arlington Heights, IL
Eric Kirste
Succession Planning
Financial Planning & Analysis
Retirement Planning
Los Angeles, CA
Arynton Hardy
Tax Optimization
Financial Planning & Analysis
Alternatives Investing
West Orange, NJ
David Gottlieb
Real Estate Investment Planning
Estate & Trust Planning
Delaware State Trusts (DST)
Alternatives Investing
Recently featured in
Market Updates & Economic Outlook
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore.
Ojai, CA
Nathan Wallace
Investment Management
ESG Investing
Personal Direct Indexing
Foundations & Endowments
New York City, NY
Maya Joelson
Investment Management
Personal Direct Indexing
Global Equity Research
Fort Lauderdale, FL
Michael Most
Investment Management
Financial Planning & Analysis
Personal Direct Indexing
Rye, NY
Dan Brady
Investment Management
Financial Planning & Analysis
Post-Divorce Planning
Northern Kentucky
Brent Boden
Succession Planning
Financial Planning & Analysis
Tax Optimization
Debt Management
Boston, MA
John Khoury
Retirement Planning
Tax Optimization
Personal Direct Indexing
Bellingham, WA
Dan Perrino
Retirement Planning
Tax Optimization
Estate & Trust Planning
West Chester, PA
Ryan Bond
Estate & Trust Planning
Financial Planning & Analysis
Alternatives Investing
Denver, CO
Jacob Dubose
Tax Optimization
Financial Planning & Analysis
Estate & Trust Planning
Boise, ID
Frank Remund
Tax Optimization
Financial Planning & Analysis
Investment Management
Del Mar, CA
Aaron Wiegman
Succession Planning
Financial Planning & Analysis
Tax Optimization
Retirement Planning
Central Arkansas
Dustin Parsons
Estate & Trust Planning
Financial Planning & Analysis
Tax Optimization
Banking and Investing for Beginners
Arlington Heights, IL
Eric Kirste
Succession Planning
Financial Planning & Analysis
Retirement Planning
Los Angeles, CA
Arynton Hardy
Tax Optimization
Financial Planning & Analysis
Alternatives Investing
Technology-Powered Advisor Platform
Automated Lead Generation & Marketing
Streamlined Operations
Maximized Revenue & Earning Potential
Opportunities for Career Growth
Empower your financial future
Streamline every aspect of your financial life with client services that deliver a more seamless and efficient experience.
Empower your financial future
Streamline every aspect of your financial life with client services that deliver a more seamless and efficient experience.
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.
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.
FAQ
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.
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.
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.
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.
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.