Modern wealth management for every generation
Financial services tailored to your needs: Your complex financial and life situations deserve customized solutions. From efficient tax strategies to comprehensive estate planning, Savvy’s advisors are equipped to serve your family’s every financial need.
Comprehensive investment management: Savvy’s advisors prioritize strategies for safeguarding your assets while aiming to maintain growth. We bring innovative investment options and diversification to your portfolio across various investment types, such as bonds, private equity opportunities, real estate, and more.
Dedicated and experienced financial advisors backed by technology: Savvy provides your experienced advisors with the technology to support efforts to help you reach your financial goals. We partner with Schwab and Fidelity as our qualified custodians to ensure your accounts are safeguarded.
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Why Savvy?
$2.2B
65+
We're a technology-driven wealth management firm that helps you find the right advisor to help you achieve your financial goals.
A diverse range of services tailored to you
Goals-Based Financial Planning
We design a personalized financial plan tailored to your goals, aligning it with your risk tolerance and tax strategy to help you achieve your goals.
Portfolio Management
Your portfolio management is tailored to your lifestyle and circumstances, optimized for risk and returns based on current economic data and your own risk tolerance.
Strategic Charitable Giving
We design strategic giving plans that align with your values and goals, helping you maximize the impact of your philanthropy while ensuring tax efficiency.
Seamlessly Transfer Your Wealth
We specialize in preserving your legacy and ensuring a smooth transfer of wealth to future generations.
Alternative Investments
We have access to actively researched alternative investment opportunities across private equity funds, hedge funds, real estate funds, and structured products.
Insurance and Annuities
We can help you understand your exposures and cover liabilities with customized insurance solutions from experienced professionals.
Tax Planning and Strategy
Uncertainty about tax liability can cause stress and confusion. We’ll review your tax strategy and integrate it into your financial plan to ensure you’re minimizing tax impact on your assets.
Trust and Estate Planning
We can offer financial advice across asset protection, tax-optimized trust structures, and generational wealth planning.