Steve Holdsworth
I'm Steve Holdsworth, a CERTIFIED FINANCIAL PLANNERĀ® professional and fee-only fiduciary with over 30 years in financial services. I partner with my clients to help them design and simplify their financial lives in an increasingly complex world. Through holistic planning, wealth management, and tax-efficient strategies, I work to help you achieve financial wellbeing.
Seattle, WA
āI lead with holistic planning to help clients organize their financial lives around what matters most to them.ā
How can I help?
Retirement Planning
Executive Compensation Planning
Tax Optimization
We aim to take the ambiguity out 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.
āāInvestment Management
End-to-end investment management focused on tailoring portfolios to each clientās 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.
Get to know Steve
Steve Holdsworth is a CERTIFIED FINANCIAL PLANNERĀ® professional committed to serving his clients' interests as a fee-only fiduciary. With over 30 years in financial services and 23 years specifically in wealth management, he has helped individuals and families meet their personal financial goals. As a Wealth Manager in partnership with Savvy Wealth, Steve works with clients to design and simplify their financial lives in an increasingly complex world. He has been recognized in Financial Planning Magazine's "Movers and Shakers" and Memphis Business Journal's "Top 40 Under 40."
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Before partnering with Savvy Wealth, Steve spent 14 years serving wealth management clients on behalf of one of Memphis' largest independent, fee-only Registered Investment Advisors, where he earned the title of Partner and Managing Director. After relocating to the Pacific Northwest, he served as Lead Advisor, Senior Financial Planner, and Financial Advisor for three Seattle-based Registered Investment Advisors. Steve has also served as a CFPĀ® Certificate Program Adjunct Faculty member at Christian Brothers University.
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Steve specializes in holistic financial planning, retirement cash flow planning, tax optimization, estate and trust planning, investment management, and protection planning. He works primarily with high net worth, affluent, and emerging affluent clients, particularly those in transition such as individuals approaching retirement, retirees, executives in the tech industry, and business owners. His approach is to lead with holistic planning to help clients achieve, maintain, and live what's most important to them through financial wellbeing.
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Steve holds a Bachelor of Business Administration degree in Finance from the University of Texas and an MBA in Financial & Estate Planning from the University of Dallas. He has held the Chartered Life UnderwriterĀ® certification as well as FINRA Series 6, 63, 7, 66, and SIE licenses. Outside of work, Steve loves spending time with his family and exploring the Pacific Northwest, including camping, hiking, kayaking, biking, and playing golf.
I grew up in a family of service. My dad was an Air Force officer and my mom was a nurse. My passion for helping people achieve financial wellbeing was a natural calling.
I work with high net worth, affluent, and emerging affluent clients. My clients are often in transition, whether they're approaching retirement, already retired, executives or tech professionals, or business owners.
My areas of focus include holistic financial planning, retirement cash flow planning, tax optimization, estate and trust planning, charitable planning, investment management, and protection planning and risk management.
I help clients with holistic financial planning, retirement cash flow planning, tax optimization, estate and trust planning, charitable planning, investment management, and protection planning and risk management.
I lead with holistic planning to help clients achieve, maintain, and live what's most important to them through financial wellbeing.
My relationships with clients involve learning their story, understanding what's most important to them, and designing a planning and investment road map to achieve their personal financial goals.
I value having a trusted partner that fully supports my independence to serve clients at the highest level with a strong team, culture, service, and intelligent tools and services.
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