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Savvy combines advanced technology with real-world financial expertise to help you live the life you’ve always aspired to live.

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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

Intelligent financial planning

Get a bespoke, custom-crafted financial roadmap that takes a holistic approach by unifying every aspect of your financial life.

All products and services
01

A financial roadmap built for you

02

Portfolio analysis backed by data

03

Proactive planning to help reach every milestone

Modern wealth management

No more physical documents, fax machines, or unnecessary trips to the post office.

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Track your investments, access real-time account information, and monitor progress towards your financial goals.

Keep an accurate, up-to-the-minute view of your wealth.

Manage your relationship with your financial advisor in one place.

Financial Services for

Employees of

P&G employees require the care of first-hand experience. Whether it's optimizing retirement plans, making strategic stock compensation decisions, or ensuring tax-efficient wealth growth, Savvy brings a comprehensive and customized approach that truly understands P&G's competitive benefits package. Expert guidance includes:

Base Salary Optimization

Navigate the nuances of P&G's salary benchmarks to ensure your earnings are aligned with your financial goals.

Bonus Maximization

Leverage the STAR bonus program to enhance your investment strategy and overall financial well-being.

Retirement Planning Excellence

Tailor your 401k and profit-sharing contributions to capitalize on P&G's generous offerings.

Strategic Stock Compensation

Make informed decisions regarding RSUs and stock options to balance immediate needs with long-term ambitions.

Financial Education

Utilize P&G's seminars and workshops to build a robust knowledge base, empowering you to make confident financial decisions.

Comprehensive Insurance Planning

Ensure your family's security with tailored advice on health, disability, and life insurance benefits.

Strategic Leveraging of Additional Benefits

From childcare assistance to flexible work arrangements, optimize the full spectrum of P&G's benefits to support your lifestyle.

Ready to join the Savvy
community?

Experience the difference that a modern, personalized approach to wealth management can make for your financial future.

Join our community of high net worth clients and enjoy a robust platform of  investment opportunities, dedicated financial advisors, and state-of-the-art technology designed to help you preserve and grow your wealth.

Become a client

FAQ

Why do I need a financial advisor?

A financial advisor can be instrumental in navigating the complex landscape of financial planning and investment management. They can offer guidance on a wide range of financial strategies including retirement planning, tax-efficient strategies, and estate planning. By providing a holistic view of your financial health, a financial advisor can equip you with the tools and insights to make informed decisions, helping you to meet your financial goals with confidence.

How do I find a financial advisor?

Finding the right financial advisor involves identifying your financial needs and researching professionals who specialize in those areas. Personal recommendations and professional networks can be a good start. Alternatively, digital platforms employed by Savvy can help connect you with qualified advisors. It's crucial to consider their qualifications, years of experience, and fee structure to ensure they align with your requirements.

What questions should I ask a financial advisor?

When evaluating potential financial advisors, it's important to ask about their qualifications, experience, range of services, and compensation structure. Understanding their investment philosophy and strategies for managing risk can also offer valuable insights. Inquire about their communication style, how often you'll meet, and how they'll report on your financial performance

What can a financial advisor help with?

Financial advisors can offer a comprehensive range of services to manage your financial health. From creating personalized financial plans, setting financial goals, managing investments, to offering tax strategies and retirement planning advice. They also can offer guidance on estate planning and insurance needs and can provide meaningful advice during major life changes.

What should I expect in my initial meeting?

Your initial meeting with a financial advisor is an opportunity to discuss your financial goals, current financial situation, risk tolerance, and investment preferences. The advisor should ask pertinent questions to understand your financial aspirations and constraints. This meeting also allows you to assess if the advisor is well-suited to help you with your financial needs.

How are investment accounts managed?

Investment accounts should be managed based on personalized strategies that align with your financial goals, risk tolerance, and investment horizon. Savvy's blend of financial advisory expertise aided by advanced technology offers personalized financial planning and investment strategies. Our cutting-edge portfolio analysis tool enables constant monitoring of your investments, providing clients with real-time account updates and progress tracking towards your financial goals. Regular reviews help to ensure your investment strategy stays aligned with market trends and your evolving financial needs