Pleasanton, CA
Michael Lambrecht
I’m Michael Lambrecht, a Wealth Manager based in Pleasanton, California. I began my financial career in 1982, and over the past four decades, I’ve built strong, lasting relationships with my clients based on trust, personalized guidance, and a deep understanding of their financial goals. My expertise spans a range of areas, including asset allocation, investment planning, and risk management, seeking to ensure that my clients’ portfolios are strategically designed to balance growth and protection. Whether navigating complex financial markets or planning for long-term wealth preservation, I’m committed to providing tailored solutions that help my clients achieve financial confidence and security.
Michael
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Savvy Investment Team
Kyra Luu
Kyra Luu is a dedicated Client Services Associate at Savvy Wealth, bringing 11 years of experience in banking and financial services, with five years specifically in wealth management. Beginning her career at Ameriprise as an Investment Service Specialist, Kyra has cultivated a deep expertise in operations, leveraging her comprehensive understanding of the industry to navigate challenges with adaptability and insight.
Kyra supports advisors by serving as their primary point of contact for client servicing, ensuring seamless operations through her meticulous handling of day-to-day tasks like money movements, account openings, and maintenance. Her problem-solving mindset drives her to tackle any challenge, ensuring advisors have the support they need to thrive.
Tanya Bustillos
Tanya is a Senior Operations Manager for Universal Value Advisors. As a loyal employee of nearly 10 years, Tanya is responsible for processing accounts, office management, and fulfilling client requests. Working so intimately with clients, she has enjoyed learning from them both professionally and personally. Beyond finance, her career has traversed many fields, which allowed Tanya to adapt quickly to new industries and make an impact.
Tanya holds of Bachelor’s Degree in Sociology from Sonoma State University.
Ancora West Advisors, LLC dba Universal Value Advisors (“UVA”) is an investment advisor firm registered with the Securities and Exchange Commission. Savvy Advisors, Inc. (“Savvy Advisors”) is also an investment advisor firm registered with the SEC. UVA and Savvy are not affiliated or related.
I’ve made it a priority to understand each client’s unique needs and goals, ensuring they feel heard and supported every step of the way. It’s not just about providing a service—it’s about creating a partnership based on trust, reliability, and mutual respect.
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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 help optimize your portfolio's risk and return.
MANAGING YOUR RISK
Risk Management
Identify and address potential risks to help protect your assets in an ever-changing market landscape.
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
Michael
Michael Lambrecht is a seasoned Wealth Manager based in Pleasanton, California, with a financial career that spans over four decades. Since beginning his journey in the industry in 1982, Michael has dedicated his work to building strong, lasting relationships with his clients, rooted in trust, personalized guidance, and a keen understanding of their unique financial goals.
His expertise encompasses a wide range of financial areas, including institutional finance, asset allocation, investment planning, and risk management. By combining these skills, Michael seeks to ensure that his clients’ portfolios are strategically designed to achieve an optimal balance between growth and protection.
Michael's approach is deeply client-centered, offering tailored solutions that address the diverse needs of individuals, families, and businesses. His commitment to fostering financial confidence and security has made him a trusted partner for many, guiding them toward achieving their financial aspirations with clarity and peace of mind.
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How did you become a financial advisor?
I began my career in fixed income sales and trading on Wall Street in 1982, gaining valuable experience in the fast-paced world of finance.
What types of clients do you work with?
As a financial advisor, I work closely with institutional clients to provide tailored investment strategies that align with their goals and long-term objectives. Whether it is managing portfolios, optimizing asset allocation, or navigating market complexities, my focus is on delivering solutions that drive growth and stability.
What areas of expertise do you have?
My areas of expertise include portfolio investing and risk management using stocks, bonds, and options.
What kinds of strategies do you help clients with?
I help clients with strategies like asset allocation, fixed income total return strategies, covered call writing, and managing concentrated positions.
What is your favorite part of working with clients?
I’m passionate about building personal relationships based on the trust clients have placed with me.
What is it like partnering with Savvy?
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Ancora West Advisors, LLC dba Universal Value Advisors (“UVA”) is an investment advisor firm registered with the Securities and Exchange Commission. Savvy Advisors, Inc. (“Savvy Advisors”) is also an investment advisor firm registered with the SEC. UVA and Savvy are not affiliated or related.
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.