Take control of your financial future with our services
Get dedicated financial services to help you build a completely customized financial plan.
Our services
For illustrative purposes only. Not actual client data.
Investment management
We build and manage a portfolio tailored to your goals, risk, and timeline.
For illustrative purposes only. Not actual client data.
Tax optimization
Proactive planning helps you keep more of what you earn, year after year.
For illustrative purposes only. Not actual client data.
Direct indexing
Get a personalized index portfolio with automatic tax-loss harvesting built in.
For illustrative purposes only. Not actual client data.
Retirement planning
We help you plan for the retirement you've actually pictured for yourself.
For illustrative purposes only. Not actual client data.
Trust and estate
Protect what you've built with clear guidance on passing on your wealth.
For illustrative purposes only. Not actual client data.
Risk management
We help you spot risks to your assets before they become problems.
For illustrative purposes only. Not actual client data.
Business succession planning
Plan a smooth transition for your business, on your timeline and your terms.
For illustrative purposes only. Not actual client data.
Education planning
Fund your family's education with a tax-efficient, personalized savings strategy.
For illustrative purposes only. Not actual client data.
Financial planning and analysis
Get a complete financial plan built around your goals, not a template.
For illustrative purposes only. Not actual client data.
Alternative investments
Access private equity, venture capital, and opportunities beyond public markets.
For illustrative purposes only. Not actual client data.
401(k) for business
We help you choose and manage a 401(k) that fits your business.
For illustrative purposes only. Not actual client data.
Foundations and endowments
Manage your foundation's assets with strategies built to sustain its mission.
Unlock your full financial potential
Our professional team of advisors is committed to providing a comprehensive and innovative range of services, with the ultimate goal of unlocking your financial potential.
FAQ
Savvy Wealth is the parent company behind Savvy Advisors, an AI-native registered investment advisor (RIA) built on a digital-first platform for financial advisors. Advisors who partner with Savvy use our technology platform, marketing automation, and support team to grow their practice while spending more time with clients. Savvy Advisors, Inc. ("Savvy") is the RIA subsidiary that provides investment advice to end clients. Follow Savvy on LinkedIn for company news and updates.
Savvy is modernizing wealth management by combining human financial expertise with AI-native technology, giving independent advisors the infrastructure typically reserved for large firms. Our platform integrates advisory services, planning, and client experience tools into one system, so advisors can grow their practice while spending more time with clients. We're building toward a future where wealth management is seamless, personalized, and centered on the advisor-client relationship.
Technology-enabled wealth management, like the model Savvy offers, gives advisors back time by automating CRM, back-office, and client service tasks. It also speeds up account onboarding, financial plan generation, and marketing, so advisors can focus on client relationships instead of manual work.
Client fees at Savvy depend on the services you choose: one-time or ongoing financial planning, or full investment management. Investment management fees are typically charged as a percentage of assets under management (AUM); planning-only engagements may use a flat or hourly fee. Exact rates vary with the complexity of your financial needs.For full fee details, see Savvy's Form ADV, Part 2A.
Advisors partnering with Savvy offer a full range of financial planning services, including retirement planning, estate planning, tax strategy, alternative investments, direct indexing, net worth tracking, and the ability to manage and track held-away accounts. Every plan is personalized and supported by our technology platform for an efficient, seamless client experience.