Joshua Barone

I'm Joshua, a financial advisor from Reno, Nevada. As someone who co-founded and built a trust company and investment advisory firm from the ground up, I’m passionate about sharing the lessons I've learned on my financial journey of 30+ years to guide and empower clients to secure their financial futures. Using active macroeconomic quantitative and tax avoidance strategies, I mitigate risk and help families achieve lasting financial independence, acting as guardians for future generations. Trust, consistency, and accessibility are at the heart of all my long-lasting client relationships. 

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Reno, Nevada

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Our Team

We think of ourselves as the Benjamin Graham disciples, with nearly 100 years of collective experience helping clients with their financial future. Meet our team driven by discipline and experience, striving to provide you with the most dedicated investment advice possible.

How JOSHUA works with clients
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 “I prioritize trust, consistency, and accessibility. I've built long-term relationships that stand the test of time by maintaining regular check-ins, offering clear, honest advice, and being available when clients need me most. I believe that strong relationships are built on competence and care, and I strive to embody both in every client interaction.”

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Our team's process

Step 1

Macroeconomic Trend and Market Analysis

With a deep understanding of macroeconomic trends and the complex driving forces in the global marketplace, we can set geographic, industry, and sector parameters for investing.

Step 2

Implement Proprietary Algorithm 

We have created a proprietary algorithm that helps us sift through quantitative investment data and pinpoint the most undervalued investment opportunities in the market. We then use this information to decide which investments are right for our clients and make recommendations.

Step 3

In-depth Assessment of Qualified Opportunities 

Considering your investing objectives, our team digs into the data behind each company, examining its management structure, research and development operations, debt levels, industry trends, and performance history. The targeted outcome is an investment decision thoroughly analyzed and dissected to maximize returns across the credit cycle.

How can I help?

Investment management

STRATEGIC, DATA-DRIVEN INVESTING TO TARGET AMBITIOUS RESULTS
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.
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Estate & trust planning

PRESERVATION OF YOUR LEGACY
We specialize in making the often complex and emotionally charged process of trust and estate planning as seamless as possible, ensuring the security and preservation of a client's legacy for future generations.
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Tax optimization  

STRIVING TO MINIMIZE YOUR TAX BURDEN
We aim to take the ambiguity 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.
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Get to know Joshua

Joshua grew up in Reno, Nevada, with a constant curiosity and avid observance of the world around him. This curiosity sparked his understanding of wealth management, always striving to read about and refine his financial models and investment strategies.  

Joshua’s financial journey started from the ground up like many of his clients. After learning the ins and outs of the financial world, Joshua eventually co-founded a trust company in 1999 and a financial advisory firm in 2006.  

Leaning on the experience he gained during his financial journey, Joshua is passionate about guiding others to build, preserve, and transfer their wealth with the same care and intention that helped him succeed. Whether it’s financial planning, investment management, or tax strategies, he provides an evidence-based approach built on macroeconomic analysis and quantitative research to safeguard your legacy for the next generation.

Outside of work, Joshua is passionate about family. Living in the adventure sports capital, he has many hobbies, including exploring the outdoors. He also has extensive knowledge of the food and wine industry.

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How did you become a financial advisor?

Like many of my clients, I started my journey from humble beginnings. Starting in an entry-level role, I worked my way up to co-founding a trust company in 1999 and then a financial advisory firm in 2006, driven by a growing passion for helping others achieve financial security. Becoming a financial advisor allowed me to guide people in maximizing their hard work—not just by helping them build wealth, but also by managing it wisely to help them achieve their financial goals. 

What areas of expertise do you have?

I specialize in financial planning, investment management, and tax strategies, helping clients build and preserve wealth with confidence. I deal with a lot of concentrated positions and employ hedging strategies to mitigate risk. From ambitious young professionals to experienced executives, I am committed to guiding individuals toward achieving financial goals and laying the foundation for future generations.

What types of clients do you work with?

I have the privilege of working with clients from all walks of life, guiding them through various stages of their financial journey. Over the years, I’ve helped many gain clarity and confidence in navigating the often complex worlds of investing, estate planning, and tax strategies.

What types of strategies do you usually help clients with?

Using active macroeconomic quantitative and tax avoidance strategies, I help clients mitigate risk and help families achieve lasting financial independence. I have created a proprietary algorithm that helps my advisor team sift through quantitative investment data and pinpoint the most undervalued investment opportunities in the market. I use this information to decide which investments are right for our clients and make recommendations. These strategies aim to provide investment decisions that have been thoroughly analyzed and dissected to help maximize returns across the entire credit cycle.

Is there a unique approach that sets you apart? 

I prioritize active management using self-made models that incorporate macroeconomic analysis and quantitative research focusing on free cash flow to provide clients with strategies that are as thoughtful as they are effective. 

What is your favorite part about working with clients? 

The most rewarding part of my work is seeing the long-term impact on my clients’ lives. Helping them achieve financial independence, support their families, and leave a lasting legacy is incredibly fulfilling. Knowing that I’ve played a role in their potential success drives me every day.

Working with Savvy

Savvy Wealth’s client-first philosophy and commitment to innovation were major draws for me. The platform’s emphasis on leveraging technology to provide personalized, real-time solutions aligns perfectly with my approach to wealth management. From dynamic portfolio tracking to real-time financial planning tools, I’m able to offer a level of transparency and engagement that clients value. 

CONNECT WITH JOSHUA
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Neither Savvy Wealth, nor Savvy Advisors compensates directly for testimonials provided by advisors. However advisors may have an indirect financial incentive to provide testimonials.

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.