Build a technology driven advisory practice

Joining Savvy opens the door to scaling your practice, nurturing client connections, and optimizing your daily operations with ease.

Partnered with
The Savvy Wealth Advisor Experience

Find the right wealth
manager for you

Savvy's team comprises exceptional and seasoned financial advisors. We are ready to offer personalized assistance in crafting bespoke financial plans that perfectly align with the unique needs and goals of each client.

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Nathan Wallace

Ojai, CA

Focus Areas:

Investment Management

ESG Investing

Foundations & Endowments

Personal Direct Indexing

Maya Joelson

New York City, NY

Focus Areas:

Global Equity Research

Personal Direct Indexing

Investment Management

Michael Most

Fort Lauderdale, FL

Focus Areas:

Personal Direct Indexing

Financial Planning & Analysis

Investment management

Dan Brady

Rye, NY

Focus Areas:

Post-Divorce Planning

Investment management

Financial Planning & Analysis

Brent Boden

Northern Kentucky

Focus Areas:

Succession Planning

Tax Optimization

Financial Planning & Analysis

Debt Management

John Khoury

Boston, MA

Focus Areas:

Personal Direct Indexing

Retirement Planning

Tax Optimization

Dan Perrino

Bellingham, WA

Focus Areas:

Tax Optimization

Retirement planning

Estate and Trust

Ryan Bond

West Chester, PA

Focus Areas:

Alternatives Investing

Financial Planning & Analysis

Estate and Trust

Jacob Dubose

Denver, CO

Focus Areas:

Financial Planning & Analysis

Estate & Trust Planning

Tax Optimization

Frank Remund

Boise, ID

Focus Areas:

Financial Planning & Analysis

Tax Optimization

Investment Management

Aaron Wiegman

Del Mar, CA

Focus Areas:

Financial Planning & Analysis

Tax Optimization

Succession Planning

Retirement Planning

Dustin Parsons

Central Arkansas

Focus Areas:

Financial Planning & Analysis

Estate & Trust Planning

Banking and Investing for Beginners

Tax Optimization

Eric Kirste

Arlington Heights, IL

Focus Areas:

Financial Planning & Analysis

Retirement Planning

Succession Planning

Arynton Hardy

Los Angeles, CA

Focus Areas:

Financial Planning & Analysis

Tax Optimization

Alternatives Investing

David Gottlieb

West Orange, NJ

Focus Areas:

Real Estate Investment Planning

Alternatives Investing

Estate & Trust Planning

Delaware State Trusts (DST)

Scott Eichler

Orange County, CA

Focus Areas:

Structured Planning

Small Business Tax

Environment, Social and Governance (ESG) Investing

Retirement Planning

Josh Branham

Lexington, Kentucky

Focus Areas:

Estate & Trust Planning

Tax Optimization

Succession Planning

Louis Green

New York City, NY

Focus Areas:

Investment Management

Retirement Planning

Financial Planning & Analysis

Chase Austin

Charlotte, NC

Focus Areas:

Tax Optimization

Financial Planning & Analysis

Retirement Planning

Albert Pinedo

Saint Petersburg, Florida

Focus Areas:

Tax Optimization

Financial Planning & Analysis

Investment Management

Adam Dean

Sergeant Bluff, IA

Focus Areas:

Succession Planning

Financial Planning & Analysis

Estate & Trust Planning

Retirement Planning

Nate Kunkel

Cincinnati, Ohio

Focus Areas:

Procter & Gamble (P&G) Employee Benefits

Income Planning

Retirement Planning

Enhance your advisory practice with an all-in-one platform

Discover the benefits of partnering with Savvy to transform your business.

Learn more
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01

Technology-Powered Advisor Platform

Streamline CRM, operations, client services, back-office, and marketing workflows with a comprehensive, all-in-one platform.
02

Automated Lead Generation & Marketing

Save time and deliver personalized, multi-channel campaigns to your prospects at scale. Grow your client base with marketing automation, lead generation, & professional marketing expertise.
03

Streamlined Operations

Focus on your revenue-generating operations and spend more time with clients while we handle all of your operations, performance reporting, compliance, and client servicing needs.  
04

Maximized Revenue & Earning Potential

Reach your full earning opportunity potential with top compensation & revenue participation earn-outs.
05

Opportunities for Career Growth

Collaborate with industry-leading professionals from technology and finance backgrounds to help you unlock new opportunities for growth.

Everything you need for your practice in one place

Save time and stay in front of clients with a completely unified CRM, back-office ops, compliance, and marketing.

Get started
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CRM

Your new advisor dashboard, fully integrated

Operations

Let our dedicated Ops team handle your back-office end-to-end

Compliance

Compliance, optimized & streamlined

Marketing

Reach your audience with automated, personalized campaigns

Deliver more intelligent financial planning

Build bespoke, custom-crafted financial roadmaps that unify every aspect of your clients' financial lives.

See All Products and Services
01

Personalized financial roadmaps

02

Portfolio analysis backed by data

03

Proactive planning to help reach every milestone

Introducing Savvy Wealth Investment Management

TAILORED INVESTMENT MANAGEMENT FOR HIGH-NET-WORTH CLIENTS

An investment management program fully developed and managed in-house by Savvy's Investment Team, offering dynamic asset allocation, low-cost holdings, and cohesive & customizable portfolios for your clients' needs.

Working at Savvy is different. Here's how:

Traditional Wirehouse
Owned RIA
Firm Affiliation

Independent (W-2 or 1099)

W-2 only

Independent

Payout

Industry-leading payouts with equity participation, transition support, and benefits

Lower payouts with complex compensation structures

Variable payouts contingent upon efficiency

Technology

Cutting edge, proprietery technology platform that unifies CRM, back-office ops, compliance, and marketing to deliver better client expereinces

Outdated systems that hinder operational efficiency

Basic integrations that rely on non-proprietary systems

Marketing

Proactive marketing expertise with end-to-end Lead Generation, SEO, Content Marketing, Social Media, and Campaign support with Compliance approval built-in.

Restricted support with limitations on social media and digital marketing

Self-funded marketing efforts without the backing of centralized resources or Compliance approvals.

Investment Products

Full autonomy to tailor client portfolios, inclusive of an extensive range of alternative investment options

Incentives to promote proprietary products with commissions, restricting fiduciary commitments and client outcomes

Approval hurdles required for a narrow selection of alternative investments

Office Space

Remote-first culture with access to flexible office space in NYC

Mandatory presence in company-owned offices, emphasizing traditional work environments

Freedom to choose work location with out-of-pocket expenses for office space

Tech Infrastructure

Freedom to select preferred hardware and software, fully supported for seamless remote operations

Fixed in-office technology setup with limited options for personalization

Broad selection available, but associated costs and integration vary without centralized IT support

Service Support

Each advisor is paired with a dedicated client services manager, ensuring personalized support at no extra cost

Basic access to a service center, often requiring additional payment for specialized support

Lacks default support structure, necessitating self-funded staff hires for personalized service

Compliance and Risk

Comprehensive compliance and risk management services provided by the firm, ensuring advisors can focus on their clients

Standard compliance services offered by the firm, with adherence to strict regulations

Compliance oversight provided, but the approach and resources may vary

Custody and Clearing

Multi-custodial platform with Charles Schwab and Fidelity as custodians with clearing services provided

Custody and clearing services according to firm policies

Limited flexibility

Ready to elevate your practice?

From seamless integrations with industry-leading tools to data driven financial planning and marketing automation, Savvy is your partner in supercharging your practice at scale.

Start elevating your practice

FAQ

How much does it cost to join Savvy as a financial advisor?

Joining Savvy Wealth as a financial advisor does not involve any direct costs. Savvy Wealth is an SEC-registered investment advisor that hires financial advisors as its employees under either a W2 or a 1099 arrangement, based on the most mutually beneficial structure for the advisor and the firm. As a Savvy financial advisor, you gain access to our proprietary technology platform and tools at no additional cost, empowering you to deliver superior financial advice and service to your clients.

How does Savvy work with financial advisors?

Savvy partners with financial advisors by bringing them on as valued members of our team. We offer both W2 and 1099 employment models, providing the flexibility to work in a way that best suits your professional goals. As part of Savvy, you will have access to our proprietary, technology-powered platform that helps to enhance your capability to deliver effective advice to your clients and streamlines your CRM, operations, client services, back-office, and marketing processes. All to better allow you to focus on what you do best — advising clients.

How do I grow my financial advisory practice?

Growing your financial advisory practice involves a multi-faceted approach including establishing a strong brand, leveraging modern technology to help run your operations efficiently, and providing top-notch client service. Using a platform provided by Savvy can help fast-track your growth. Savvy provides Savvy advisors with a comprehensive in-house platform, marketing automation, and lead generation capabilities to help financial advisors scale efficiently.

What is the best financial planning software for advisors?

The best financial planning software is one that offers a comprehensive set of tools, is easy to use, and enhances the client experience. Savvy's technology-powered platform is developed to enhance efficiency and customization capabilities. It's designed to work seamlessly with industry-leading financial planning tools, enabling advisors to automate processes and streamline their workflow. By integrating CRM, operations, client services, back-office, and marketing functionalities, it offers a holistic solution to advisors' needs.

How can I simplify my client onboarding process?

Client onboarding is often one of the most painful parts of managing a client relationship due to friction in the onboarding process, slow paperwork traditionally sent through snail mail, among other reasons. Simplifying the client onboarding process involves streamlining procedures and leveraging technology. Savvy's platform is designed to provide a seamless and intuitive interface for both advisors and clients, enabling financial advisors to automate and customize the onboarding process, ultimately making it quicker and more efficient.

How can I market myself as a financial advisor?

Marketing yourself as a financial advisor involves creating a strong brand, building a professional online presence, offering valuable content, and networking effectively. Savvy supports Savvy advisors with automated marketing and lead generation funnel creation, saving them time and helping them grow their client base. With comprehensive campaign management, dedicated marketing support, highly efficient technology tools, and workflow automation, Savvy helps financial advisors stay in front of their clients and prospects.

How can financial advisors generate leads?

Generating leads as a financial advisor involves a strategic mix of networking, referrals, digital marketing, and offering value through content. Savvy offers robust lead generation capabilities through its technology platform. With automation campaign management, it allows Savvy advisors to reach a larger audience helping to convert them into clients. The platform's advanced tools also enable efficient tracking and segmentation of leads, helping advisors to always be on top of their growth strategy.