Macomb, MI
Zack Smith
Hi, I’m Zack. I work with business owners, professionals, and long-term focused investors who want a disciplined approach to wealth building, retirement planning, and portfolio construction.
I bring a background in economics and political science education, and I’m passionate about clear communication and structured planning. I help clients build portfolios with risk-aware processes and integrate modern tools, including cryptocurrency ETFs, when they fit the plan and the client’s goals.
Zack
’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.
I help clients turn their retirement and investment goals into a structured, achievable plan by combining clear communication, thoughtful portfolio design, and disciplined risk management.
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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.
MANAGING YOUR RISK
Risk Management
Identify and address potential risks to help protect your assets in an ever-changing market landscape.
DIVERSIFICATION AND INNOVATION IN PORTFOLIOS
Alternatives Investing
We actively research alternative investment opportunities and monitor your portfolio investment holdings, bringing together actionable insights and forward-thinking risk assessments.
Published Content
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’s published work
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’s resources
Get to know
Zack
Zack Smith is an Investment Adviser Representative based in Macomb, Michigan with 9 years of wealth management experience. He started his career as a high school teacher specializing in economics and political science, which shaped how he communicates complex topics in a clear, practical way.
Today, Zack works with business owners, professionals, and investors who value structure, long-term thinking, and a risk-aware approach to building wealth. His work often centers on asset allocation, portfolio construction, and retirement planning, including helping clients evaluate regulated digital asset exposure through cryptocurrency ETFs within a diversified portfolio.
Zack’s approach is rooted in education, transparency, and ongoing partnership. He aims to give clients a process they can understand, a plan they can follow, and a portfolio framework designed to adapt as markets and life evolve.
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How did you become a financial advisor?
I started off as a high school teacher specializing in economics and political science. My passion and experience in both of these subjects paved my way to eventually becoming a financial advisor.
What types of clients do you work with?
My ideal client is someone who is focused on the long-term outcome and growth of their investments and retirement savings. I often work with business owners, professionals, and investors who want a disciplined planning process.
What areas of expertise do you have?
Asset allocation and portfolio construction, cryptocurrency ETF strategy and digital asset exposure, and retirement and financial planning.
What kinds of strategies do you help clients with?
Strategic wealth building, tactical risk management, and cryptocurrency and digital asset integration when it fits the client’s goals and overall plan.
What is your favorite part of working with clients?
I find the greatest fulfillment in helping clients turn their retirement and investment goals into a structured, achievable plan for lasting financial security.
What is it like partnering with Savvy?
I value Savvy’s streamlined processes, organized team structure, and supportive culture. Their technology-driven platform creates a more efficient workflow for advisors and a more seamless, engaging experience for clients.
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Zack
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