Larchmont, NY
Mark Tassie
I’m Mark, a financial advisor from Larchmont, New York. I bring nearly two decades of market experience and a steady, thoughtful approach to long-term wealth management. After 17 years as a trader, I now work with high-net-worth families and business owners to simplify complexity, manage risk, and build wealth designed to last for generations.
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’s team
Savvy Investment Team
Wade Montgomery
Wade is a dedicated financial services professional with more than 12 years of experience across banks, Independent Marketing Organizations (IMO)s, insurance carriers, broker‑dealers, and the investment advisory space. A graduate of Ball State University and holder of the Series 7 and 63 licenses, he brings a broad industry perspective and a strong commitment to operational excellence. Wade is driven by building strong partnerships, maintaining clear and consistent communication, and delivering a high‑quality experience for advisors.
Everything I do is about building something enduring with clients, not just managing portfolios.
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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.
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.
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.
TAKE CONTROL OF YOUR FINANCIAL FUTURE
Financial Planning & Analysis
Personalized wealth management helps our clients protect their assets. We use a holistic approach to financial planning that integrates tax strategy, trust & estate planning, and risk management.
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Get to know
Mark
Mark is a financial advisor who brings together nearly two decades of market experience and a deeply personal approach to long-term wealth management. Before becoming an advisor, he spent 17 years as a trader, developing the discipline, risk awareness, and analytical mindset that now anchor his planning work with clients.
He partners with high-net-worth families, business owners, and multi-generational households, helping them simplify complexity, preserve what they’ve built, and make confident decisions about the future. His philosophy is inspired growth that is patient, deliberate, and built to last for generations.
He lives in Larchmont, NY with his family and is active in the local community, including youth sports programs. He joined Savvy to build a boutique advisory practice with modern tools, a collaborative culture, and a commitment to exceptional client service.
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How did you become a financial advisor?
I spent the first 17 years of my career as a trader, where I developed a deep understanding of markets, risk, and disciplined decision-making. Over time, I realized I enjoyed helping people think strategically about their financial lives even more than trading itself.
In 2020, I became a financial advisor so I could use that skill set to guide families, business owners, and executives through important decisions with clarity and confidence.
What types of clients do you work with?
I primarily work with:
* High-net-worth and ultra-high-net-worth families
* Business owners who have created their wealth through leadership and discipline
* Multi-generational families navigating wealth transfer
* Individuals with complex income, tax, or estate considerations
My clients value a personal relationship, direct communication, and advice that is both strategic and deeply practical.
What areas of expertise do you have?
My areas of expertise include comprehensive wealth management, investment strategy and portfolio construction, multi-generational wealth planning, tax-aware investment and distribution strategies, business-owner planning, liquidity, and succession. I also work with those looking for retirement and cash-flow planning, as well as navigating complex estates and family dynamics.
What kinds of strategies do you help clients with?
I help clients with strategies that simplify their financial lives and align their wealth with their long-term goals, including:
- Long-term investment strategy
- Wealth preservation and downside-risk management
- Tax-efficient retirement and distribution planning
- Business-owner planning and transitions
- Family governance and generational wealth transfer
- Philanthropic planning
- Consolidation of accounts and financial organization
What is your favorite part of working with clients?
Getting to know their stories—how they built their wealth, what they value, and what they want for the next generation.I love helping people turn complexity into clarity and watching the sense of relief and confidence that follows. The best part is the long-term relationships and being trusted as a steady presence through major life decisions.
What is it like partnering with Savvy?
Savvy is building something modern, forward-thinking, and genuinely advisor-centric. I love:
* The technology that removes friction and gives clients a better experience
* The entrepreneurial culture
* The leadership’s vision and transparency
* The emphasis on community, collaboration, and shared success
It’s the ideal place to build a boutique, high-touch advisory practice with modern tools and a values-driven foundation.
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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. Savvy Advisors is an investment advisor registered with the Securities and Exchange Commission (“SEC”).