Joining Savvy opens the door to scaling your practice, nurturing client connections, and optimizing your daily operations with ease.Joining Savvy opens the door to scaling your practice, nurturing client connections, and optimizing your daily operations with ease.
Crafting your financial future with a technology-backed approach
Savvy's Wealth Managers combine 21st century technology with real-world financial expertise to deliver modern, human financial advice to help you live the life you've always aspired to live.
Net worth and returns in the graphic are for illustrative purposes only. Returns are not guaranteed.
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Education
Investing
Small business tax
Investment philosophy
Having originally built an 8+ year career himself at P&G spanning process design to process management, Brad later transitioned to the financial sector after finding a deep-rooted passion for investing and personal financial planning. His academic achievements in mechanical engineering from the University of Tennessee, combined with his business acumen, form the foundation of his unique approach to financial advice.
Headquartered in NYC, serving US clients
We're building a world class team of wealth managers, engineers, product designers, investment management specialists, and equity researchers right in the heart of the world's financial capital.
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Get dedicated expertise
Compensation planning
If you have a role that compensates you in RSUs, ISOs, profit sharing, or equity bonuses, we'll help you plan for the most tax-friendly scenarios.
Investing
Your portfolios come with tax-loss harvesting built-in, and is fully developed and managed in-house by Savvy's Investment Team.
Estate planning
Get experienced help with trust and estate planning. We'll walk you through the pros and cons of revocable living trusts and irrevocable trusts including GRATs, CLTs, and SLATs.
Small business tax
We specialize in building comprehensive small business tax planning strategies to minimize your tax exposure and provide tailored financial advice that suits your business model.
Ask us anything
We can help you prepare for a major liquidation event, plan for a family, or set up a donor-advised fund.
Compensation planning
If you have a role that compensates you in RSUs, ISOs, profit sharing, or equity bonuses, we'll help you plan for the most tax-friendly scenarios.
Investing
Your portfolios come with tax-loss harvesting built-in, and is fully developed and managed in-house by Savvy's Investment Team.
Estate planning
Get experienced help with trust and estate planning. We'll walk you through the pros and cons of revocable living trusts and irrevocable trusts including GRATs, CLTs, and SLATs.
Small business tax
We specialize in building comprehensive small business tax planning strategies to minimize your tax exposure and provide tailored financial advice that suits your business model.
Ask us anything
We can help you prepare for a major liquidation event, plan for a family, or set up a donor-advised fund.
Developing your plan from vision to action
With a comprehensive plan honed in our Discovery Meeting, we'll chart a course towards "making work optional," a philosophy that goes beyond traditional retirement planning.
Analyzing your current investments for strategic alignment
Crafting an asset allocation that resonates with your risk profile
Constructing a portfolio without limitations, tailored just for you
Analyzing your current investments for strategic alignment
Crafting an asset allocation that resonates with your risk profile
Constructing a portfolio without limitations, tailored just for you
Client portal
Personalized financial roadmap
When you sign up with one of our Savvy advisors you receive a personalized financial roadmap tailored to your unique goals, designed to assist you in growing and safeguarding your assets for a secure financial future.
Curated investment portfolios
Expertly curated investment portfolios are tailored to align with your unique financial goals and preferences, ensuring that your investments are specifically designed to meet your individual needs and aspirations.
Dedicated investment team
Our investment team provides invaluable support to your advisor and portfolio through quarterly reviews and insightful guidance, empowering you to reach your goals. Count on us to assist you and your advisors in positioning you to hit your goals.
Backed by trusted custodians
Our investment team provides invaluable support to your advisor and portfolio through quarterly reviews and insightful guidance, empowering you to reach your goals. Count on us to assist you and your advisors in positioning you to hit your goals.
Personalized financial roadmap
When you sign up with one of our Wealth Managers you receive a personalized financial roadmap tailored to your unique goals, designed to assist you in growing and safeguarding your assets for a secure financial future.
Curated investment portfolios
Expertly curated investment portfolios are tailored to align with your unique financial goals and preferences, ensuring that your investments are specifically designed to meet your individual needs and aspirations.
Dedicated investment team
Our investment team provides invaluable support to your Wealth Manager and portfolio through quarterly reviews and insightful guidance, empowering you to reach your goals. Count on us to assist you and your Wealth Manager in positioning you to hit your goals.
Backed by trusted custodians
We partner with qualified custodians, Charles Schwab and Fidelity, to custody and safeguard your assets. Charles Schwab and Fidelity are registered with the Securities and Exchange Commission (SEC) and are both members of FINRA and the Securities Investor Protection Corporation (SIPC). Our custodians are subject to the SEC’s Customer Protection Rules to prevent misappropriation of your assets.
Fast client onboarding, seamless transition
Understanding where you come from and where you aim to go is at the heart of our approach. Bill and Dermott dive deep into your aspirations to partner with you in crafting a plan that evolves with your life, steering you towards a future where work is a choice, not a necessity.
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You’re on your path to financial freedom
Discover the difference a tailored, client-first approach can make in achieving your financial aspirations. Contact us today to schedule a personal consultation.