Become a financial advisor with Savvy Wealth
If you're an entrepreneurial-minded financial advisor with a book of business and looking to scale your practice, we'd love to talk to you.
Earn equity from day one.
Spend more time with clients.
Automate middle and back office tasks.
Offer customized portfolios.
Personalized financial roadmaps tailored to your unique goals.
Curated investment portfolios aligned with your unique financial goals and preferences
Dedicated investment team provides dedicated support to your wealth manager and portfolio through quarterly
Backed by trusted custodians Charles Schwab and Fidelity, to custody and safeguard your assets.
The Savvy Wealth Advisor Experience
The Savvy Wealth Advisor Experience
Why Savvy?
We specialize in technology-driven wealth management, providing a seamless view of your complete financial landscape. Easily oversee your entire portfolio, including assets not directly managed by your advisor, all in one convenient location.
Our investment team conducts quarterly portfolio reviews to assist your advisor in achieving your financial goals. We leverage technology to streamline onboarding processes, allowing your financial advisor to dedicate more time to your needs.
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