Atlanta, GA
Jeff Peller
Hello there 👋🏼 I’m Jeff Peller, a Wealth Manager with over 25 years of experience striving to make a positive impact helping clients manage their wealth. My passion lies in helping others work through “transitions” in their lives, including business sales, divorce, retirement, and special needs planning. All of my services are personalized and aided by the power of advanced technology to help provide an efficient and seamless client experience.
Jeff
’s team
Savvy Investment Team
Alex Galbo
Alex Galbo is a dedicated Client Services Associate with seven years of experience in the finance industry, beginning his career as a Business Relationship Manager at Bank of America. Holding an Associate’s Degree from BMCC in Manhattan, a Business Administration Degree from Capella University, and an SIE certification, Alex is passionate about delivering exceptional client service, building strong relationships, and expanding his expertise in operations with the career objective of leading an operations team.
He supports advisors by managing tasks such as onboarding clients, opening brokerage accounts, transferring assets, handling money movements, and fulfilling required minimum distributions, allowing advisors to focus on strengthening client relationships. Outside of work, Alex is an avid traveler and self-proclaimed foodie, always eager to explore new restaurants and cuisines.
I consider myself a financial coach with the experience and emotional intelligence to guide you through the next chapter of your life.
Meet with
Jeff
Featured in:
No items found.
Our team
How can I help?
TAKE CONTROL OF YOUR FINANCIAL FUTURE
Financial Planning & Analysis
Personalized wealth management is designed to help our clients protect their assets. We use a holistic approach to financial planning that integrates tax strategy, trust & estate planning, and risk management.
STRATEGIC, DATA-DRIVEN INVESTING FOR AMBITIOUS RESULTS
Investment Management
End-to-end investment management focused on tailoring portfolios to each client’s specific circumstances and preferences. Our holistic approach will take into consideration all facets of your situation along with current economic data to optimize your portfolio's risk and return.
STRIVING TO MINIMIZE YOUR TAX BURDEN
Tax Optimization
We aim to take the ambiguity out of tax planning by utilizing tax-reducing strategies that encompass your overall tax liability. We do it by putting together a game plan that is specific to your needs.
DIVERSIFICATION AND INNOVATION IN PORTFOLIOS
Alternatives Investing
We actively research alternative investment opportunities that may be suitable and monitor your portfolio investment holdings, which we believe brings together actionable insights and forward-thinking risk assessments.
Published Content
Jeff
’s published work
No items found.
Jeff
’s resources
Get to know
Jeff
Jeff Peller, CFP®, PFS, CPA, CEPA is a Wealth Manager well-versed in helping clients navigate transitions like business sales, divorce, retirement, and special needs planning. He draws from the wisdom of his experiences starting and exiting a business, raising a special needs child, navigating a divorce, and retiring early. Ultimately, he’s passionate about the opportunity to make a positive impact in people’s lives both financially and beyond.
Connect with
Jeff
:
How did you become a financial advisor?
I began my financial career 25 years ago. During that time I was previously the Co-Founder and CEO of a large regional wealth management firm. That experience allowed me to understand what makes up a successful and well-run firm. I am passionate about leveraging my financial expertise and personal experiences with transitions to help others going through similar challenges.
What types of clients do you work with?
I work with a select group of clients that are High Net Worth ($5M to $25M) where I endeavor to add value and aim to make a difference in their financial journey.
What areas of expertise do you have?
I specialize in working with people that are going through “transitions,” such as the sale of a business, retirement, divorce and special needs planning.
What kinds of strategies do you help clients with?
All of my strategies are personalized and aided by the power of Savvy’s technology to help provide an efficient and seamless client experience.
Some of these strategies include:
Comprehensive wealth strategy that includes execution and reporting
Investment management
Personalized portfolio indexing and automated tax loss harvesting
Tax optimization for minimizing tax burden
Cash flow modeling for lifestyle, retirement, college, & longevity.
Asset protection planning and insurance
And more.
What is your favorite part of working with clients?
My favorite part about working with clients is making a positive impact on their lives and helping them achieve fulfillment.
What is it like partnering with Savvy?
Having previously been a Co-Founder and CEO of a large regional wealth management firm, I have a good grasp on what makes a firm work and potentially thrive in the future. I believe Savvy’s vision, culture, investment options, AI technology and platform combined with experienced advisors who provide strategic advice through close personal relationships is the future of wealth management.
Connect with
Jeff
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
Neither Savvy Wealth, nor Savvy Advisors compensates directly for testimonials or endorsements provided herein, by advisers. However advisors may have an indirect financial incentive to provide testimonials.