Westport, CT
Katherine Fibiger
Hi 👋🏼 I’m Katherine. I work with high-earning professionals and business owners who have built significant wealth and are now facing complex decisions around their transition into retirement. My approach centers on building a clear, tax-aware strategy that connects every part of your financial life. From income planning and investment decisions, to healthcare and estate planning, each step is designed with intention so you can move forward with clarity and confidence.
Katherine
’s team
Savvy Investment Team
Elena Schumakoff
Elena serves as a Senior Client Service Associate, where she supports financial advisors in keeping client operations running smoothly and ensuring their clients receive a seamless, high-quality experience. She handles the behind-the-scenes work that makes it all possible: account administration, onboarding, and day-to-day support. With over seven years across financial services, client service, and operations, she's known for her attention to detail, professionalism, and commitment to building trust across every relationship. She holds a business degree from Saint Joseph's University in Philadelphia and is dedicated to continuous growth within the wealth management industry.
I approach financial planning like a puzzle. Every decision connects to another, and my role is to help clients see how each piece fits together to support the life they want in retirement.
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DREAMS INTO ACTIONABLE PLANS
Retirement Planning
Transition into your golden years with confidence. Our goal is to see to it that you’re prepared for the unpredictable. Let us turn your retirement dreams into actionable plans.We aim to take the ambiguity 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.
PRESERVATION OF YOUR LEGACY
Estate & Trust Planning
We specialize in making the often complex and emotionally charged process of trust and estate planning as seamless as possible ensuring the security and preservation of a client's legacy for future generations.
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.
STRATEGIC, DATA-DRIVEN INVESTING TO TARGET 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.
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Get to know
Katherine
Katherine Fibiger brings more than two decades of experience helping clients navigate the transition into retirement. Her work focuses on designing income strategies that support long-term lifestyle needs while carefully considering taxes, market conditions, and evolving priorities.
She was drawn to financial planning early on through her love of analysis and teaching. Today, she blends those strengths by helping clients understand not just what decisions to make, but why those decisions matter within the bigger picture.
Katherine specializes in retirement income planning, tax-aware strategies such as Roth conversions and withdrawal sequencing, and coordinating decisions across investments, healthcare, and legacy considerations. Her goal is to create a cohesive plan that reflects each client’s unique situation and supports them through every stage of retirement.
She values building long-term relationships and takes pride in guiding clients through one of the most important financial transitions of their lives with care and attention.
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How did you become a financial advisor?
I’ve always been drawn to analytical work and originally imagined becoming a math teacher. Over time, I discovered financial planning offered the same opportunity to solve problems and help others understand complex concepts. Today, I still see myself as an educator, helping clients make sense of the decisions that shape their financial lives.
What types of clients do you work with?
I primarily work with successful professionals, doctors, tech executives and business owners earning over $300,000 per year with at least $1M saved. Many are looking for guidance on how to turn their assets into a sustainable income stream while navigating tax considerations and long-term planning decisions.
What areas of expertise do you have?
My work focuses on retirement income planning, tax planning strategies such as Roth conversions and withdrawal sequencing, Social Security timing, and coordinating investment decisions with broader financial goals. I also support clients with managing concentrated stock positions and thinking through legacy planning.
What kinds of strategies do you help clients with?
I help clients develop structured retirement income plans that map out how and when to draw from different accounts. This includes coordinating taxable, tax-deferred, and Roth assets, planning for healthcare costs, and integrating tax strategies throughout the year. I also work closely with other professionals to ensure each part of the plan is aligned and implemented effectively.
What is your favorite part of working with clients?
I enjoy the process of solving the puzzle each client presents. Every situation is different, and building a plan that reflects someone’s goals, values, and lifestyle is both challenging and rewarding. Seeing clients step confidently into retirement after years of preparation is especially meaningful.
What is it like partnering with Savvy?
Savvy provides the infrastructure and support that allows me to focus fully on my clients. With strong operational, technology, and service capabilities behind the scenes, I’m able to dedicate my time to planning, advising, and building meaningful relationships.
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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.
Katherine Fibiger is an investment adviser representative with Savvy Advisors, Inc. (“Savvy Advisors”). Savvy Advisors is an investment advisor registered with the Securities and Exchange Commission (“SEC”). Retirement Wealth Partners is an independent marketing brand name used by Katherine Fibiger for advertising and marketing purposes only. All advisory services are offered through Savvy Advisors. Savvy Wealth Inc. is the parent company of Savvy Advisors and operates as a technology company. This website may include information about both Savvy Wealth Inc. and Savvy Advisors. Savvy Advisors is an SEC registered investment adviser. Registration does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission. Savvy Advisors may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Diversification does not guarantee a profit or protect against loss. For information about Savvy, visit our website: www.SavvyWealth.com . For more information about Savvy’s investment advisory business, please see our Form ADV and Form CRS.