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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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Intelligent financial planning

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

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A financial roadmap built for you

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Portfolio analysis backed by data

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

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

Manage your relationship with your Savvy Advisor in one place.

Financial Planning Retirement
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Tax Strategy
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Direct Indexing
Net Worth Tracking
Held Away Accounts
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Lines of Credit (3rd party)
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Streamline every aspect of your financial life with client services that deliver a more seamless and efficient experience.

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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