I’m Mark, a financial advisor from Larchmont, New York. I bring nearly two decades of market experience and a steady, thoughtful approach to long-term wealth management. After 17 years as a trader, I now work with high-net-worth families and business owners to simplify complexity, manage risk, and build wealth designed to last for generations.
Larchmont, NY
"Everything I do is about building something enduring with clients, not just managing portfolios."
How can I help?
Retirement Planning
Investment Management
Tax Optimization
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.
Financial Planning & Analysis
Monthly recaps on financial markets. Stay in the loop with Mark.
Get to know Mark
Mark is a financial advisor who brings together nearly two decades of market experience and a deeply personal approach to long-term wealth management. Before becoming an advisor, he spent 17 years as a trader, developing the discipline, risk awareness, and analytical mindset that now anchor his planning work with clients.
He partners with high-net-worth families, business owners, and multi-generational households, helping them simplify complexity, preserve what they’ve built, and make confident decisions about the future. His philosophy is inspired growth that is patient, deliberate, and built to last for generations.
He lives in Larchmont, NY with his family and is active in the local community, including youth sports programs. He joined Savvy to build a boutique advisory practice with modern tools, a collaborative culture, and a commitment to exceptional client service.
.webp)
I spent the first 17 years of my career as a trader, where I developed a deep understanding of markets, risk, and disciplined decision-making. Over time, I realized I enjoyed helping people think strategically about their financial lives even more than trading itself.
In 2020, I became a financial advisor so I could use that skill set to guide families, business owners, and executives through important decisions with clarity and confidence.
I primarily work with:
* High-net-worth and ultra-high-net-worth families
* Business owners who have created their wealth through leadership and discipline
* Multi-generational families navigating wealth transfer
* Individuals with complex income, tax, or estate considerations
My clients value a personal relationship, direct communication, and advice that is both strategic and deeply practical.
My areas of expertise include comprehensive wealth management, investment strategy and portfolio construction, multi-generational wealth planning, tax-aware investment and distribution strategies, business-owner planning, liquidity, and succession. I also work with those looking for retirement and cash-flow planning, as well as navigating complex estates and family dynamics.
I help clients with strategies that simplify their financial lives and align their wealth with their long-term goals, including:
- Long-term investment strategy
- Wealth preservation and downside-risk management
- Tax-efficient retirement and distribution planning
- Business-owner planning and transitions
- Family governance and generational wealth transfer
- Philanthropic planning
- Consolidation of accounts and financial organization
My approach is:
- Deeply personal: Clients get direct access, real conversations, and a relationship built on trust.
- Deliberate and disciplined: I favor long-term planning over reactive decision-making.
- Holistic and clear: I simplify complexity so clients can make decisions confidently.
- Grounded in experience: My trading background helps me stay calm, focused, and analytical—especially in volatile environments.
Everything I do is about building something enduring with clients, not just managing portfolios.
Getting to know their stories—how they built their wealth, what they value, and what they want for the next generation.I love helping people turn complexity into clarity and watching the sense of relief and confidence that follows. The best part is the long-term relationships and being trusted as a steady presence through major life decisions.
Savvy is building something modern, forward-thinking, and genuinely advisor-centric. I love:
* The technology that removes friction and gives clients a better experience
* The entrepreneurial culture
* The leadership’s vision and transparency
* The emphasis on community, collaboration, and shared success
It’s the ideal place to build a boutique, high-touch advisory practice with modern tools and a values-driven foundation.
Book a 30-min introductory call with Joshua.
Meet and greet. Get to know each other and learn about the benefits of wealth management through Savvy.
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. Savvy Advisors is an investment advisor registered with the Securities and Exchange Commission (“SEC”).
