New York, NY
Patrick Conroy
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Lyndsy Skiest
I start by asking thoughtful questions and digging into the root of what matters most, so we can build a clear plan around goals that feel personally meaningful.
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How can I help?
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.
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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How did you become a financial advisor?
<p>I’ve been in financial services since graduating with a degree in Economics from Columbia University. After two decades in institutional trading and management, I transitioned to the advisory side to help clients with investment and risk management, along with financial and retirement planning.</p>
What types of clients do you work with?
<p>I work with business owners, executives, high net worth individuals, and mass affluent families.</p>
What areas of expertise do you have?
<p>My work centers on investment management, risk assessment and management, and financial and retirement planning.</p>
What kinds of strategies do you help clients with?
<p>I help clients build and maintain investment strategies with a focus on risk management and tax considerations, while keeping the plan aligned with their broader financial and retirement goals.</p>
What is your favorite part of working with clients?
<p>Helping clients live the best life possible with the assets they have available to them.</p>
What is it like partnering with Savvy?
<p>Savvy removes many of the frictions advisors face, which allows for more client-facing time.</p>
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