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Modern, human financial advice

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Dedicated and experienced financial advisors backed by technology: Your advisor will craft a personalized financial plan based on your unique needs. Savvy provides your advisors with the technology to help you reach your financial goals.

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Your full financial picture in one place: Easily track your investments and net worth anytime, anywhere. Update your progress, set benchmarks, and measure your performance against your financial goals in the Savvy dashboard.

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Personalized investment management: As a fiduciary, Savvy is committed to acting in your best interest. That’s why our advisors craft a personalized investment strategy tailored to your goals and risk tolerance, ensuring your portfolio is managed proactively.

  • 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.

Get matched with a Savvy Advisor

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Why Savvy?

$1.5B

Assets under management

50+

Experienced Advisors

We're a technology-driven wealth management firm that helps you find the right advisor to help you achieve your financial goals.

Testimonials

“Savvy provides the ability to customize an investment portfolio to our needs. Other institutions we have worked with were too "cookie cutter" and put us in defined plans/portfolios.”
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Bill O, Wilmington, N.C.
“Savvy puts my best interests first, not theirs.”
Stephen K, Odessa, FL
“Jacob and Savvy provide personalized guidance rather than boiler plate advice. The underlying approach that Savvy takes has performed better than the firm I previously used.”
David S., Bradenton, Florida
“I didn't have an advisor previously.  I certainly had a lot to learn and my Savvy advisor took the time to make sure the information was clear and I felt comfortable with the decisions made regarding details related to rolling over multiple 401k's and IRAs and setting up my investment strategy.”
Kimberly M.,  Phoenix, AZ

The testimonials shared herein were collected from clients of Savvy and are based on their unique experiences, in their own words.  The testimonials being shared are not intended to be representative of all of Savvy’s client experiences. Testimonials were provided by clients on a voluntary basis and no cash or non-cash compensation was provided.  Any mention of performance in a client testimonial is based on their experience working with Savvy and is not intended to represent an opinion on performance related to investments or holdings.  All investing involves risk, including the possible loss of principal and fluctuation of value.  Past performance is no guarantee of future results.

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