Savvy offers a wide range of financial planning services including retirement planning, estate planning, tax strategy, alternative investments, direct indexing, net worth tracking, the ability to view your accounts with consolidated advice and reporting on held-away accounts and more. Take a look at our Wealth Managers and their specialties here.

We don’t believe in a one-size-fits all approach and neither do our Wealth Managers. Every Wealth Manager at Savvy is different and every client gets a customized experience because of it. We take pride in matching you with a financial professional that will create the right customized plan for you. Whether you want to align your investments with your personal ethics or you want to customize your Direct Indexing portfolio, we are here to help. We also use proprietary technology to make your financial life easier with one view for all your accounts. We value our clients and your feedback and have implemented improvements for effortless performance tracking thanks to client feedback.

We can help match you to the right Wealth Manager based on your interests and the services you are looking for, just take a minute to fill out our online questionnaire and we will get started on your match. Each of our Wealth Managers customizes pricing for you, depending on your needs and complexities. Our pricing isn’t transaction-based on trade volume, which eliminates the conflict of interest of our Wealth Managers to make investment decisions to generate compensation. Savvy and our financial professionals have a duty of care and loyalty to always serve the best interest of our clients.

Savvy is a SEC registered investment adviser & wealth management firm providing asset management to high net worth individuals. We aim to uphold the industry’s highest standard of service and conduct when working with clients.

We partner with qualified custodians, Charles Schwab and Fidelity, to custody and safeguard your assets. Charles Schwab and Fidelity are registered with the SEC and are both members of FINRA and SIPC. Our custodians are subject to the SEC’s Customer Protection Rules to prevent misappropriation of your assets.

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.

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.

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

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.

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.

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