Redefining wealth, together.

Savvy Wealth was built to modernize wealth management with technology, creativity, and human expertise.

When I first set out to find a financial advisor, I spoke with over a hundred. I was met with a puzzling reality:

The value of a financial advisor could not have been clearer, but the experience was incredibly broken.

The advisors I spoke to were spending their days buried in paperwork, snail-mailing documents, and toggling between disconnected systems. Coming from a product and engineering background, I couldn’t believe the time-consuming administrative tasks that advisors were required to manually execute.

That gap between the purpose of the profession and the reality of the work is what inspired Savvy Wealth.

Our mission is to redefine the future of wealth management by giving independent advisors the tools to build stronger, smarter businesses. We believe the best technology doesn’t replace the human connection, it amplifies it. Every product we build, every service we design, is focused on freeing advisors to spend more time where it matters most: with their clients.