Unlock your personalized path to higher wealth
Personalized financial roadmaps tailored to your unique goals.
Curated investment portfolios aligned with your unique preferences and financial goals.
The dedicated investment team provides support to your wealth manager and you with quarterly portfolio reviews.
Backed by trusted custodians Charles Schwab
and Fidelity, to custody and safeguard your assets.
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.
Fill out the form to get matched with a financial advisor
By completing this form you are consenting to receiving emails and text messages from Savvy and agree to our Privacy Policy and Terms of Service. Message/data rates apply. Message frequency varies. Unsubscribe at any time by replying STOP.
Unlock your personalized financial path with a Savvy Financial Advisor
Personalized financial roadmaps tailored to your unique goals.
Curated investment portfolios aligned with your unique preferences and financial goals.
The dedicated investment team provides support to your wealth manager and you with quarterly portfolio reviews.
Backed by trusted custodians Charles Schwab
and Fidelity, to custody and safeguard your assets.
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.
Learn more about Savvy and how we can help you meet your financial goals.
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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Ojai, CA
Nathan Wallace
Investment Management
ESG Investing
Personal Direct Indexing
Foundations & Endowments
New York City, NY
Maya Joelson
Investment Management
Personal Direct Indexing
Global Equity Research
Fort Lauderdale, FL
Michael Most
Investment Management
Financial Planning & Analysis
Personal Direct Indexing
Rye, NY
Dan Brady
Investment Management
Financial Planning & Analysis
Post-Divorce Planning
Northern Kentucky
Brent Boden
Succession Planning
Financial Planning & Analysis
Tax Optimization
Debt Management
Boston, MA
John Khoury
Retirement Planning
Tax Optimization
Personal Direct Indexing
Bellingham, WA
Dan Perrino
Retirement Planning
Tax Optimization
Estate & Trust Planning
West Chester, PA
Ryan Bond
Estate & Trust Planning
Financial Planning & Analysis
Alternatives Investing
Denver, CO
Jacob Dubose
Tax Optimization
Financial Planning & Analysis
Estate & Trust Planning
Boise, ID
Frank Remund
Tax Optimization
Financial Planning & Analysis
Investment Management
Del Mar, CA
Aaron Wiegman
Succession Planning
Financial Planning & Analysis
Tax Optimization
Retirement Planning
Central Arkansas
Dustin Parsons
Estate & Trust Planning
Financial Planning & Analysis
Tax Optimization
Banking and Investing for Beginners
Arlington Heights, IL
Eric Kirste
Succession Planning
Financial Planning & Analysis
Retirement Planning
Los Angeles, CA
Arynton Hardy
Tax Optimization
Financial Planning & Analysis
Alternatives Investing
West Orange, NJ
David Gottlieb
Real Estate Investment Planning
Estate & Trust Planning
Delaware Statutory Trusts (DST)
Alternatives Investing
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.
Fill out the form to get matched with a financial advisor
By completing this form you are consenting to receiving emails and text messages from Savvy and agree to our Privacy Policy and Terms of Service. Message/data rates apply. Message frequency varies. Unsubscribe at any time by replying STOP.