Experience wealth management, redefined
Savvy combines technology with real-world financial expertise to offer you more freedom and peace of mind.
Net worth and returns in the graphic are for illustrative purposes only. Returns are not guaranteed.
Modern, human financial advice.
Personalized financial roadmaps
When you work with one of our Savy Wealth Managers, you'll get a personalized financial roadmap tailored to your unique goals, designed to assist you in growing and safeguarding your assets for a secure financial future.
Curated investment portfolios
Expertly curated investment portfolios built around your unique financial preferences ensure that your investments are designed to meet your individual needs.
Dedicated investment team
Not just one wealth manager, but a fully dedicated investment team goaled on your financial success. Our investment team supports your portfolio through quarterly reviews and research-backed guidance.
Backed by trusted custodians
We partner with Charles Schwab and Fidelity to custody and safeguard your assets. Charles Schwab and Fidelity are registered with the Securities and Exchange Commission (SEC) and are both members of FINRA and the Securities Investor Protection Corporation (SIPC). Our custodians are subject to the SEC’s Customer Protection Rules to prevent misappropriation of your assets.
We specialize in technology-driven wealth management to provide a seamless view over your full financial landscape. Easily oversee your entire portfolio — including assets not directly managed by your advisor — all in one place.
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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Empower your financial future
Streamline every aspect of your financial life with client services that deliver a more seamless and efficient experience.
If you are a dedicated professional in the healthcare sector, your financial needs are unique and demanding. Savvy, in partnership with LeverageRx, understands this.
LeverageRx helps medical professionals find the best prices on disability insurance and helps them shop the market for great rates on loans.