We help people make better financial decisions so they can live the life they aspire to live

Savvy Wealth is a technology company that has developed a digital-first platform for financial advisors centered around modernizing human financial advice. Savvy Wealth is the parent company of Savvy Advisors inc. (“Savvy”) a registered investment advisor.  Financial advisors who partner with Savvy, leverage  Savvy Wealth’s purpose-built, technology-powered, integrated technology platform to help supercharge organic growth with cutting-edge software and marketing automation. Savvy Wealth's proprietary technology leverages automation to help empower Savvy advisors to increase efficiency, scale revenue faster and spend more time focused on their clients.  Follow Savvy on LinkedIn to stay up to date on the latest company news and updates.

Advisors partner with Savvy as independent contractors on a 1099 basis. There are no upfront fees, platform subscriptions, or direct costs to join Savvy. We operate on a partnership model, so our success is directly aligned with yours. Our partnership is based on a transparent revenue-share model. In addition to the revenue share, all partner advisors receive equity in Savvy. We believe every advisor should be an owner and share in the company's long-term success.

As a client, the cost of engaging with Savvy depends on the complexity of your financial needs and the types of services you choose. We offer flexible fee structures that cater to a variety of client needs, including one-time or ongoing financial planning & analysis, as well as full investment management services. Fees for investment management services are typically based on the value of assets under management. For further information regarding our fees please refer to Savvy’s Form ADV , Part 2A. Additionally You can view a full view of our range of products and services at www.savvywealth.com/services. If you're interested in becoming a client, simply leave your information at www.savvywealth.com/for-clients, and we'll get in touch with you to discuss the best options for your financial journey.

Technology-first wealth management, like that offered at Savvy, streamlines financial advisory practice operations. It simplifies CRM, back-office tasks, client services, and marketing workflows. Additionally, automation enables rapid onboarding of new accounts, fast generation of client financial strategy recommendations, and efficient delivery of financial planning services.

Savvy streamlines operations by offering a comprehensive, technology-powered platform that handles tasks like CRM, back-office work, client services, and performance reporting. This allows advisors to focus on revenue-generating tasks and spend more quality time with their clients.

Savvy provides a lead generation and marketing system to help advisors grow their client base. This includes personalized, multi-channel campaigns that can be delivered at scale, alongside professional marketing support.

Savvy offers advisors the opportunity to maximize their revenue and earning potential through competitive compensation structures and revenue participation earn-outs. With Savvy, financial advisors have the potential to boost their income significantly.

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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 manage and track held away accounts, and more. All services are personalized and aided by the power of cutting-edge technology to help provide an efficient and seamless client experience.

Savvy’s goal is to reshape the wealth management industry by integrating advanced technology with human-centric advisory services. It is striving to set a new standard for wealth management with its vision of a future where services are seamlessly integrated, personalized, and focused on delivering extraordinary client experiences.

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