Build a technology driven advisory practice
At Savvy, we build for advisors. Not around them. Not despite them. For them.
Charles Schwab & Co., Inc.
The Savvy Wealth Advisor Experience
Join our talented team of wealth managers
Savvy is comprised of an exceptional team of financial advisors backed by experienced client service, investment operations, and research team support.
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Cindy
Alvarez
Littleton, CO
Tax Optimization
Financial Planning & Analysis
Investing for Women
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Craig
Austad
Denver, CO
Retirement Planning
Late-Stage College Planning
Tax Optimization
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Chase
Austin
Charlotte, NC
Tax Optimization
Financial Planning & Analysis
Retirement Planning
Alex
Barnes
Charlotte, NC
Financial Planning & Analysis
Tax Optimization
Income Planning
Robert
Barone
Reno, NV
Financial Planning & Analysis
Investment Management
Risk Management
Joshua
Barone
Reno, NV
Investment Management
Estate & trust planning
Tax optimization
Josh
Bergman
Westchester, NY
Tax Optimization
Estate & Trust Planning
Alternatives Investing
​​Investment Management
Ryan
Bond
West Chester, PA
Alternatives Investing
Financial Planning & Analysis
Estate & Trust Planning
Brian
Boswell
Georgetown, TX
Retirement Planning
Financial Planning & Analysis
Tax Optimization
Investment Management
Dan
Brady
Rye, NY
Investment Management
Financial Planning & Analysis
Post-Divorce Planning
Jason
Craine
Wichita, KS
Tax Optimization
​​Investment Management
Legacy & Charitable Planning
Income Planning
Jacob
DuBose
Denver, CO
Financial Planning & Analysis
Estate & Trust Planning
Tax Optimization
Kristin V
Dunlevy
Louisville, KY
Employer-Sponsored Plans
Risk Management
Retirement Planning
Scott
Eichler
Orange County, CA
Structured Planning
Small Business Tax
Environment, Social and Governance (ESG) Investing
Retirement Planning
Colin
Farr
Denver, CO
Retirement Planning
Tax Optimization
​​Investment Management
Matthew
Finley
Minneapolis, MN
​​Investment Management
Retirement Planning
Income Planning
Risk Management
Jack
Fitzpatrick
Scottsdale, AZ
Retirement Planning
Financial Planning & Analysis
Investment ManagementÂ
Michael
Gaynor
Highlands Ranch, CO
Alternative Investing
Financial Planning
Investment Management
Risk Management
Sara
Gelsheimer
St. Louis, MO
Retirement Planning
Financial Planning
Tax Optimization
Legacy & Charitable Planning
Daniel
Gold
Reno, NV
Tax Optimization
​​Investment Management
Financial Planning & Analysis
Personal Direct Indexing
David
Gottlieb
West Orange, NJ
Real Estate Investment Planning
Estate & Trust Planning
Tax Optimization
Risk Management
Louis
Green
New York City, NY
Investment Management
Retirement Planning
Financial Planning & Analysis
Arynton
Hardy
Los Angeles, CA
Tax Optimization
Financial Planning & Analysis
Alternatives Investing
Eugene
Hoover
Reno, NV
Financial Planning & Analysis
Risk Management
Tax optimization
Brian
Jellig
San Diego, CA
Retirement Planning
Income Planning
​​Investment Management
Scott
Jensen
Minneapolis, MN
Tax optimization
Real Estate Investment Planning
Small Business Tax
Susan
Jones
Boca Raton, FL
Tax Optimization
Estate & Trust Planning
Financial Planning & Analysis
Investing for Women
Jackie
Kelly
St. Louis, MO
Retirement Planning
Income Planning
Financial Planning & Analysis
Investing for Women
John
Khoury
Boston, MA
Personal Direct Indexing
Retirement Planning
Tax Optimization
Eric
Kirste
Arlington Heights, IL
Investment Management
Financial Planning & Analysis
Retirement Planning
Succession Planning
Greg
Kirwan
North Kingstown, RI
Investment Management
Estate & Trust Planning
Income Planning
Nate
Kunkel
Cincinnati, OH
Procter & Gamble (P&G) Employee Benefits
Income Planning
Retirement Planning
Jacob
LaRue
Minneapolis, MN
Retirement Planning
Financial Planning & Analysis
Income Planning
Michael
Lambrecht
Pleasanton, CA
Investment Management
Risk Management
Financial Planning & Analysis
Lee
Levy
Alamo, CA
Alternatives Investing
Tax Optimization
​​Investment Management
Risk Management
Tyson
Lokke
Las Vegas, NV
Tax Optimization
Financial Planning & Analysis
Estate & Trust Planning
Legacy & Charitable Planning
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Sandee
Mapp
San Diego, CA
Retirement Planning
Financial Planning & Analysis
​​Investment Management
Steve
Marcou
Indianapolis, IN
Retirement Planning
Tax Optimization
Financial Planning & Analysis
Drew
Martino
Calabasas, CA
Tax Optimization
Financial Planning & Analysis
Investment Management
Nick
McLaughlin
Manhattan Beach, CA
​​Investment Management
Retirement Planning
Tax Optimization
Evan
Melching
Indianapolis, IN
Financial Planning & Analysis
Income Planning
Retirement Planning
Luis
Miletti Jr.
Louisville, KY
Retirement Planning
​​Investment Management
Tax Optimization
Risk Management
Brian
Mills
Los Angeles, CA
Alternatives Investing
Investment Management
Retirement Planning
Brian
Mocogni
Cranston, RI
Employer-Sponsored Plans
Retirement Planning
Financial Planning & Analysis
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Brad
Morgan
Cincinnati, OH
Procter & Gamble (P&G) Employee Benefits
Income Planning
Legacy & Charitable Planning
Michael
Most
Fort Lauderdale, FL
Personal Direct Indexing
Financial Planning & Analysis
Investment Management
Matt
Nelson
Minneapolis, MN
Retirement Planning
Succession Planning
Income Planning
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Erin
Niehaus
San Francisco, CA
Investment Management
Alternatives Investing
Investing for Women
Andrea
Nolan
Reno, NV
Financial Planning & Analysis
Risk Management
Tax optimization
Sean
O’Connor
San Diego, CA
Retirement Planning
Income Planning
Tax Optimization
​​Investment Management
Dustin
Parsons
Cabot, AR
Financial Planning & Analysis
Estate & Trust Planning
Banking and Investing for Beginners
Tax Optimization
Eric
Passin
Denville, NJ
Retirement Planning
Estate & Trust Planning
Executive Compensation Planning
Elijah
Pell
Waterbury, VT
Retirement Planning
Tax Optimization
Legacy & Charitable Planning
Financial Planning & Analysis
Jeff
Peller
Atlanta, GA
Financial Planning & Analysis
Investment Management
Tax Optimization
Alternatives Investing
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Aaron
Peloquin
Minneapolis, MN
Financial Planning & Analysis
​​Investment Management
Tax Optimization
Estate and Trust Planning
Dan
Perrino
Bellingham, WA
Tax Optimization
Retirement Planning
Estate & Trust Planning
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Albert
Pinedo
Saint Petersburg, FL
Tax Optimization
Financial Planning & Analysis
Investment Management
Matt
Powell
Colorado Springs, CO
Legacy & Charitable Planning
Tax Optimization
Retirement Planning
Succession Planning
Frank
Remund
Boise, ID
Financial Planning & Analysis
Tax Optimization
Investment Management
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Dustin
Roberts
Central Valley, CA
Financial Planning & Analysis
​​Investment Management
Real Estate Investment Planning
Succession Planning
Sam
Saleh
Newport Beach, CA
Retirement Planning
Estate & Trust Planning
Succession Planning
Dave
Sharpe
Lake Geneva, WI
Investment Management
Estate & Trust Planning
Financial Planning & Analysis
Employer-Sponsored Plans
Mike
Smith
Louisville, KY
Financial Planning & Analysis
Income Planning
Retirement Planning
Chris
Stennett
Tampa, FL
Retirement Planning
Tax Optimization
Financial Planning & Analysis
Michaela
Sullivan
Denver, CO
Retirement Planning
Tax Optimization
Financial Planning & Analysis
Nick
Swanson
Denver, CO
Retirement Planning
Financial Planning
Tax Optimization
Investment Management
Jared
Tanimoto
Irvine, CA
Tax Optimization
​​Investment Management
Legacy & Charitable Planning
Income Planning
Dustin
Thomas
Noblesville, IN
Retirement planning
Tax Optimization
Executive Compensation Planning
Investment Management
Janelle
Van Meel
Littleton, CO
Investment Management
Retirement Planning
Alternatives Investing
Investing for Women
Aaron
Wiegman
Del Mar, CA
Financial Planning & Analysis
Tax Optimization
Succession Planning
Retirement Planning
Enhance your advisory practice with an all-in-one platform
Discover the benefits of partnering with Savvy to transform your business.
Technology-Powered Advisor Platform
Automated Lead Generation & Marketing
Streamlined Operations
Maximized Revenue & Earning Potential
Opportunities for Career 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.
Working at Savvy is different. Here's how:
Independent (W-2 or 1099)
W-2 only
Independent
Industry-leading payouts with equity participation, transition support, and benefits
Lower payouts with complex compensation structures
Variable payouts contingent upon efficiency
Cutting edge, proprietery technology platform that unifies CRM, back-office ops, compliance, and marketing to deliver better client experiences
Outdated systems that hinder operational efficiency
Basic integrations that rely on non-proprietary systems
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
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
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
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
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
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
We are a multi-custodial platform with clearing services provided
Custody and clearing services according to firm policies
Limited flexibility
Introducing Savvy Wealth Investment Management
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.
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.
FAQ
Advisors partner with Savvy as independent contractors on a 1099 basis. There are no upfront fees, platform subscriptions, or direct costs to join Savvy. We operate on a partnership model, so our success is directly aligned with yours.
Our partnership is based on a transparent revenue-share model. In addition to the revenue share, all partner advisors receive equity in Savvy. We believe every advisor should be an owner and share in the company's long-term success.
Savvy partners with financial advisors by providing them with the full-service middle and back-office experience designed to help them run their business without managing overhead.. As part of Savvy, you will have access to our proprietary, technology-powered platform that powers your entire business. Additionally, you will have dedicated human support for both servicing your clients and growing your business, operations, client services, back-office, and marketing processes. All of this is provided to better allow advisors to focus on what they do best — advising clients.
Savvy provides a comprehensive support platform so you can run your practice without the headache of managing overhead. We handle the middle and back-office functions for you. Your partnership includes:
- Proprietary Technology: Full access to our integrated platform that powers your entire business.‍
- Dedicated Support Staff: A dedicated team for client servicing, investment operations, and marketing. This structure frees you up to focus on what you do best: advising clients.
Yes, absolutely. We provide dedicated support staff who act as an extension of your team. You'll be assigned specific team members for client servicing, investment operations, and marketing. This ensures you work with the same people who understand you and your practice, providing a consistent and familiar experience for both you and your clients.
No. You own your client relationships, period. We are your partner, not your owner. We earn your partnership by providing outstanding value and support—not by locking you into restrictive contracts. If you ever decide Savvy is no longer the right fit, you take your clients with you.
Yes, this is a common situation, and we're perfectly structured to support it. Our model allows you to operate as a true 1099 independent contractor, giving you greater autonomy and the significant tax advantages that come with it. At the same time, we provide access to enterprise-grade benefits, such as health insurance and retirement plans, through our platform partners. This gives you the best of both worlds: the support and benefits of a larger firm with the freedom and financial upside of being an independent business owner.
No, you have complete flexibility with your branding. We offer two options to fit your business goals:
- Maintain Your Own Brand: Operate under your own DBA ("Doing Business As"). We'll provide all the technology and back-office support seamlessly behind the scenes, with a "powered by Savvy" disclosure for compliance.
- Leverage the Savvy Brand: If you prefer not to build or maintain your own brand, you can operate as a Savvy advisor and benefit from our established name and marketing resources.
The choice is entirely yours.
‍
Yes, absolutely. We specialize in helping advisors transition from captive models like wirehouses to true independence. Our platform is specifically designed to handle every aspect of the move, providing a full-service support system for:
- Technology & Operations: A fully integrated tech stack from day one.
- Compliance: Guided oversight to ensure a smooth and compliant transition.
- Marketing: Support to re-establish your brand and communicate the move to your clients.
We manage the complexities of breaking away so you can focus on what matters most—serving your clients without interruption.
These materials have been independently produced by Savvy. Savvy is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. Savvy Advisors provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.