Michael Lambrecht
I’m Michael Lambrecht, a Wealth Manager based in Pleasanton, California. I began my financial career in 1982, and over the past four decades, I’ve built strong, lasting relationships with my clients based on trust, personalized guidance, and a deep understanding of their financial goals. My expertise spans a range of areas, including asset allocation, investment planning, and risk management, seeking to ensure that my clients’ portfolios are strategically designed to balance growth and protection. Whether navigating complex financial markets or planning for long-term wealth preservation, I’m committed to providing tailored solutions that help my clients achieve financial confidence and security.
Pleasanton, CA
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.
Sullivan Farr
Wealth Advisors
Michaela and Colin Farr have become partners to establish Sullivan Farr Wealth Advisors at Savvy. They believe that Michaela’s expertise in financial planning with Colin Farr’s investment acumen will help them better serve their clients. They understand the power of collaboration in enhancing client experiences and providing vital support throughout the various stages of their lives.
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Colin Farr
“I’ve made it a priority to understand each client’s unique needs and goals, ensuring they feel heard and supported every step of the way. It’s not just about providing a service—it’s about creating a partnership based on trust, reliability, and mutual respect.”
UVA’s Economic Insights Blogs
Market Updates & Economic Outlook
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How can I help?
Investment Management
Risk Management
Financial Planning & Analysis
Let’s achieve
greatness together
My passion is helping people achieve their financial goals. I believe that everyone has the potential to meet their financial needs, no matter their background or starting point.
My team and I are committed to providing personalized solutions tailored to your unique needs and circumstances.
Get to know Michael
Michael Lambrecht is a seasoned Wealth Manager based in Pleasanton, California, with a financial career that spans over four decades. Since beginning his journey in the industry in 1982, Michael has dedicated his work to building strong, lasting relationships with his clients, rooted in trust, personalized guidance, and a keen understanding of their unique financial goals.
His expertise encompasses a wide range of financial areas, including institutional finance, asset allocation, investment planning, and risk management. By combining these skills, Michael seeks to ensure that his clients’ portfolios are strategically designed to achieve an optimal balance between growth and protection.
Michael's approach is deeply client-centered, offering tailored solutions that address the diverse needs of individuals, families, and businesses. His commitment to fostering financial confidence and security has made him a trusted partner for many, guiding them toward achieving their financial aspirations with clarity and peace of mind.
Book a 30-min introductory call with Michael.
Meet and greet. Get to know each other and learn about the benefits of wealth management through Savvy.
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.
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