Experience wealth management, redefined
Savvy combines technology with real-world financial expertise to offer you more freedom and peace of mind.
Charles Schwab & Co., Inc.
Net worth and returns in the graphic are for illustrative purposes only. Returns are not guaranteed.
Modern, human
financial advice
Personalized financial roadmap
When you sign up with one of our Savvy advisors you receive 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 are tailored to align with your unique financial goals and preferences, ensuring that your investments are specifically designed to meet your individual needs and aspirations.
Dedicated investment team
Our investment team provides invaluable support to your advisor and portfolio through quarterly reviews and insightful guidance, empowering you to reach your goals. Count on us to assist you and your advisors in positioning you to hit your goals.
Backed by trusted custodians
Our investment team provides invaluable support to your advisor and portfolio through quarterly reviews and insightful guidance, empowering you to reach your goals. Count on us to assist you and your advisors in positioning you to hit your goals.
Personalized financial roadmap
When you sign up with one of our Savvy advisors you receive 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 are tailored to align with your unique financial goals and preferences, ensuring that your investments are specifically designed to meet your individual needs and aspirations.
Dedicated investment team
Our investment team provides invaluable support to your advisor and portfolio through quarterly reviews and insightful guidance, empowering you to reach your goals. Count on us to assist you and your advisors in positioning you to hit your goals.
Backed by trusted custodians
Our investment team provides invaluable support to your advisor and portfolio through quarterly reviews and insightful guidance, empowering you to reach your goals. Count on us to assist you and your advisors in positioning you to hit your goals.
Personalized financial roadmap
When you sign up with one of our Savvy advisors you receive 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 are tailored to align with your unique financial goals and preferences, ensuring that your investments are specifically designed to meet your individual needs and aspirations.
Dedicated investment team
Our investment team provides invaluable support to your advisor and portfolio through quarterly reviews and insightful guidance, empowering you to reach your goals. Count on us to assist you and your advisors in positioning you to hit your goals.
Backed by trusted custodians
Our investment team provides invaluable support to your advisor and portfolio through quarterly reviews and insightful guidance, empowering you to reach your goals. Count on us to assist you and your advisors in positioning you to hit your goals.
Personalized financial roadmap
When you sign up with one of our Savvy advisors you receive 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 are tailored to align with your unique financial goals and preferences, ensuring that your investments are specifically designed to meet your individual needs and aspirations.
Dedicated investment team
Our investment team provides invaluable support to your advisor and portfolio through quarterly reviews and insightful guidance, empowering you to reach your goals. Count on us to assist you and your advisors in positioning you to hit your goals.
Backed by trusted custodians
Our investment team provides invaluable support to your advisor and portfolio through quarterly reviews and insightful guidance, empowering you to reach your goals. Count on us to assist you and your advisors in positioning you to hit your goals.
Personalized financial roadmap
When you sign up with one of our Savvy advisors you receive 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 are tailored to align with your unique financial goals and preferences, ensuring that your investments are specifically designed to meet your individual needs and aspirations.
Dedicated investment team
Our investment team provides invaluable support to your advisor and portfolio through quarterly reviews and insightful guidance, empowering you to reach your goals. Count on us to assist you and your advisors in positioning you to hit your goals.
Backed by trusted custodians
Our investment team provides invaluable support to your advisor and portfolio through quarterly reviews and insightful guidance, empowering you to reach your goals. Count on us to assist you and your advisors in positioning you to hit your goals.
Personalized financial roadmap
When you sign up with one of our Savvy advisors you receive 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 are tailored to align with your unique financial goals and preferences, ensuring that your investments are specifically designed to meet your individual needs and aspirations.
Dedicated investment team
Our investment team provides invaluable support to your advisor and portfolio through quarterly reviews and insightful guidance, empowering you to reach your goals. Count on us to assist you and your advisors in positioning you to hit your goals.
Backed by trusted custodians
Our investment team provides invaluable support to your advisor and portfolio through quarterly reviews and insightful guidance, empowering you to reach your goals. Count on us to assist you and your advisors in positioning you to hit your goals.
Personalized financial roadmap
When you sign up with one of our Savvy advisors you receive 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 are tailored to align with your unique financial goals and preferences, ensuring that your investments are specifically designed to meet your individual needs and aspirations.
Dedicated investment team
Our investment team provides invaluable support to your advisor and portfolio through quarterly reviews and insightful guidance, empowering you to reach your goals. Count on us to assist you and your advisors in positioning you to hit your goals.
Backed by trusted custodians
Our investment team provides invaluable support to your advisor and portfolio through quarterly reviews and insightful guidance, empowering you to reach your goals. Count on us to assist you and your advisors in positioning you to hit your goals.
Personalized financial roadmap
When you sign up with one of our Savvy advisors you receive 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 are tailored to align with your unique financial goals and preferences, ensuring that your investments are specifically designed to meet your individual needs and aspirations.
Dedicated investment team
Our investment team provides invaluable support to your advisor and portfolio through quarterly reviews and insightful guidance, empowering you to reach your goals. Count on us to assist you and your advisors in positioning you to hit your goals.
Backed by trusted custodians
Our investment team provides invaluable support to your advisor and portfolio through quarterly reviews and insightful guidance, empowering you to reach your goals. Count on us to assist you and your advisors in positioning you to hit your goals.
Personalized financial roadmaps
When you work with a Savvy wealth manager, you'll receive a personalized financial plan tailored to your goals.
Curated investment portfolios
We curate your investment portfolio end-to-end to ensure your investments are specifically designed to meet your individual investment philosophy, needs and aspirations.
Your own dedicated investment team
Our in-house investment and equities research team support you with insightful guidance to reach your goals.
Backed by trusted custodians
You may select Charles Schwab & Co., Inc. or another brokerage firm to custody your assets and effect transactions on your account. We also partner with Fidelity to custody our clients assets.
Personalized financial roadmap
When you work with a Savvy wealth manager, you'll receive a personalized financial plan tailored to your goals.
Curated investment portfolios
We curate your investment portfolio end-to-end to ensure your investments are specifically designed to meet your individual investment philosophy, needs and aspirations.
Dedicated investment team
Our in-house investment and equities research team support you with insightful guidance to reach your goals.
Backed by trusted custodians
You may select Charles Schwab & Co., Inc. or another brokerage firm to custody your assets and effect transactions on your account. We also partner with Fidelity to custody our clients assets.
Why Savvy?
We're building technology-driven wealth management to provide a seamless view over your full financial landscape.
We're doing it with investment team talent that conducts regular portfolio reviews to assist your advisory team in reaching your financial goals. Our technology streamlines everything from the onboarding process to performance reporting to give your advisor more time to spend directly with you.
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Find the right wealth
manager for you
Savvy's team comprises exceptional and seasoned financial advisors all across the US.
Michael Most
Fort Lauderdale, FL
Personal Direct Indexing
Financial Planning & Analysis
Investment management
Dan Brady
Rye, NY
Post-Divorce Planning
Investment management
Financial Planning & Analysis
Brent Boden
Northern Kentucky
Succession Planning
Tax Optimization
Financial Planning & Analysis
Debt Management
John Khoury
Boston, MA
Personal Direct Indexing
Retirement Planning
Tax Optimization
Dan Perrino
Bellingham, WA
Tax Optimization
Retirement planning
Estate and Trust
Ryan Bond
West Chester, PA
Alternatives Investing
Financial Planning & Analysis
Estate and Trust
Jacob Dubose
Denver, CO
Financial Planning & Analysis
Estate & Trust Planning
Tax Optimization
Frank Remund
Boise, ID
Financial Planning & Analysis
Tax Optimization
Investment Management
Aaron Wiegman
Del Mar, CA
Financial Planning & Analysis
Tax Optimization
Succession Planning
Retirement Planning
Dustin Parsons
Central Arkansas
Financial Planning & Analysis
Estate & Trust Planning
Banking and Investing for Beginners
Tax Optimization
Eric Kirste
Arlington Heights, IL
Investment Management
Financial Planning & Analysis
Retirement Planning
Succession Planning
Arynton Hardy
Los Angeles, CA
Financial Planning & Analysis
Tax Optimization
Alternatives Investing
David Gottlieb
West Orange, NJ
Real Estate Investment Planning
Estate Planning
Tax Optimization
Risk Management
Scott Eichler
Orange County, CA
Structured Planning
Small Business Tax
Environment, Social and Governance (ESG) Investing
Retirement Planning
Louis Green
New York City, NY
Investment Management
Retirement Planning
Financial Planning & Analysis
Chase Austin
Charlotte, NC
Tax Optimization
Financial Planning & Analysis
Retirement Planning
Albert Pinedo
Saint Petersburg, Florida
Tax Optimization
Financial Planning & Analysis
Investment Management
Adam Dean
Sergeant Bluff, IA
Succession Planning
Financial Planning & Analysis
Estate & Trust Planning
Retirement Planning
Nate Kunkel
Cincinnati, Ohio
Procter & Gamble (P&G) Employee Benefits
Income Planning
Retirement Planning
Brian Mills
Los Angeles, LA
Alternatives Investing
Investment Management
Retirement Planning
Brad Morgan
Cincinnati, OH
Procter & Gamble (P&G) Employee Benefits
Income Planning
Legacy & Charitable Planning
Brian Boswell
Round Rock, TX (suburb of Austin, TX)
Employer-Sponsored Plans
Tax Optimization
Financial Planning & Analysis
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Michaela Sullivan
Denver, Colorado
Retirement Planning
Tax Optimization
Financial Planning & Analysis
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Colin Farr
Denver, Colorado
Retirement Planning
Tax Optimization
Investment Management
J. Nick McLaughlin
Hawthorne, CA
Investment Management
Retirement Planning
Tax Optimization
Drew Martino
Calabasas, CA
Tax Optimization
Financial Planning & Analysis
Investment Management
Dan Moore
Chicago, IL
Retirement Planning
Estate & Trust Planning
Tax Optimization
Investment Management
Eric Passin
Denville, New Jersey
Retirement Planning
Estate & Trust Planning
Executive Compensation Planning
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Cindy Alvarez
Littleton, Colorado
Tax Optimization
Financial Planning & Analysis
Investing for Women
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Janelle Van Meel
Littleton, Colorado
Investment Management
Retirement Planning
Alternatives Investing
Investing for Women
Jason Craine
Wichita, Kansas
Investment Management
Tax Optimization
Legacy & Charitable Planning
Income Planning
Erin Niehaus
San Francisco, CA
Investment Management
Alternatives Investing
Investing for Women
Craig Austad
Denver, CO
Retirement Planning
Late-Stage College Planning
Tax Optimization
Robert Barone
Reno, Nevada
Financial Planning & Analysis
Investment Management
Risk Management
Joshua Barone
Reno, Nevada
Investment Management
Estate & trust planning
Tax optimization
Eugene Hoover
Reno, Nevada
Financial Planning & Analysis
Risk Management
Tax optimization
Andrea Nolan
Reno, Nevada
Financial Planning & Analysis
Risk Management
Tax optimization
Steve Marcou
Indianapolis, Indiana
Financial Planning & Analysis
Retirement Planning
Tax optimization
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Sam Saleh
Newport Beach, California
Retirement Planning
Estate & Trust Planning
Succession Planning
Jack Fitzpatrick
Scottsdale, Arizona
Retirement Planning
Financial Planning & Analysis
Investment Management
.png)
Cindy
Alvarez
Littleton, CO
Tax Optimization
Financial Planning & Analysis
Investing for Women
Craig
Austad
Denver, CO
Retirement Planning
Late-Stage College Planning
Tax Optimization
Chase
Austin
Charlotte, NC
Tax Optimization
Financial Planning & Analysis
Retirement Planning
Robert
Barone
Reno, NV
Financial Planning & Analysis
Investment Management
Risk Management
Joshua
Barone
Reno, NV
Investment Management
Estate & trust planning
Tax optimization
Brent
Boden
Cincinnati, OH
Financial Planning & Analysis
Tax Optimization
Alternatives Investing
Ryan
Bond
West Chester, PA
Alternatives Investing
Financial Planning & Analysis
Estate & Trust Planning
Brian
Boswell
Round Rock, TX
Employer-Sponsored Plans
Tax Optimization
Financial Planning & Analysis
Dan
Brady
Rye, NY
Investment Management
Financial Planning & Analysis
Post-Divorce Planning
Jason
Craine
Wichita, KS
Tax Optimization
Investment Management
Legacy & Charitable Planning
Income Planning
Adam
Dean
Sergeant Bluff, IA
Succession Planning
Financial Planning & Analysis
Estate & Trust Planning
Retirement Planning
Jacob
DuBose
Denver, CO
Financial Planning & Analysis
Estate & Trust Planning
Tax Optimization
Scott
Eichler
Orange County, CA
Structured Planning
Small Business Tax
Environment, Social and Governance (ESG) Investing
Retirement Planning
Colin
Farr
Denver, CO
Retirement Planning
Tax Optimization
Investment Management
.png)
Jack
Fitzpatrick
Scottsdale, AZ
Retirement Planning
Financial Planning & Analysis
Investment Management
David
Gottlieb
West Orange, NJ
Real Estate Investment Planning
Estate Planning
Tax Optimization
Risk Management
Louis
Green
New York City, NY
Investment Management
Retirement Planning
Financial Planning & Analysis
Arynton
Hardy
Los Angeles, CA
Tax Optimization
Financial Planning & Analysis
Alternatives Investing
.png)
Eugene
Hoover
Reno, NV
Financial Planning & Analysis
Risk Management
Tax optimization
John
Khoury
Boston, MA
Personal Direct Indexing
Retirement Planning
Tax Optimization
Eric
Kirste
Arlington Heights, IL
Investment Management
Financial Planning & Analysis
Retirement Planning
Succession Planning
.png)
Nate
Kunkel
Cincinnati, OH
Procter & Gamble (P&G) Employee Benefits
Income Planning
Retirement Planning
Michael
Lambrecht
Pleasanton, CA
Investment Management
Risk Management
Financial Planning & Analysis
.png)
Steve
Marcou
Indianapolis, IN
Retirement Planning
Tax Optimization
Financial Planning & Analysis
Drew
Martino
Calabasas, CA
Tax Optimization
Financial Planning & Analysis
Investment Management
Nick
McLaughlin
Hawthorne, CA
Investment Management
Retirement Planning
Tax Optimization
Brian
Mills
Los Angeles, CA
Alternatives Investing
Investment Management
Retirement Planning
Brad
Morgan
Cincinnati, OH
Procter & Gamble (P&G) Employee Benefits
Income Planning
Legacy & Charitable Planning
Michael
Most
Fort Lauderdale, FL
Personal Direct Indexing
Financial Planning & Analysis
Investment Management
Erin
Niehaus
San Francisco, CA
Investment Management
Alternatives Investing
Investing for Women
Andrea
Nolan
Reno, NV
Financial Planning & Analysis
Risk Management
Tax optimization
Eric
Passin
Denville, NJ
Retirement Planning
Estate & Trust Planning
Executive Compensation Planning
Jeff
Peller
Atlanta, GA
Financial Planning & Analysis
Investment Management
Tax Optimization
Alternatives Investing
Dan
Perrino
Bellingham, WA
Tax Optimization
Retirement Planning
Estate & Trust Planning
Albert
Pinedo
Saint Petersburg, FL
Tax Optimization
Financial Planning & Analysis
Investment Management
Frank
Remund
Boise, ID
Financial Planning & Analysis
Tax Optimization
Investment Management
.png)
Sam
Saleh
Newport Beach, CA
Retirement Planning
Estate & Trust Planning
Succession Planning
Michaela
Sullivan
Denver, CO
Retirement Planning
Tax Optimization
Financial Planning & Analysis
.png)
Janelle
Van Meel
Littleton, CO
Investment Management
Retirement Planning
Alternatives Investing
Investing for Women
Aaron
Wiegman
Del Mar, CA
Financial Planning & Analysis
Tax Optimization
Succession Planning
Retirement Planning
Robert Barone
Reno, Nevada
Financial Planning & Analysis
Investment Management
Risk Management
Joshua Barone
Reno, Nevada
Investment Management
Estate & trust planning
Tax optimization
Eugene Hoover
Reno, Nevada
Financial Planning & Analysis
Risk Management
Tax optimization
Andrea Nolan
Reno, Nevada
Financial Planning & Analysis
Risk Management
Tax optimization
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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.
Savvy has partnered with LeverageRx
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.
FAQ
What services does Savvy offer to clients?
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.
What makes Savvy different from other firms?
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.
How do I pick a Wealth Manager and how much will this cost?
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.
Who is Savvy?
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.
How does Savvy keep my assets secure?
We work with trusted custodian Fidelity, to securely custody and protect your assets. Fidelity is registered with the SEC and is a member of both FINRA and SIPC, ensuring the highest standards of compliance and security. Fidelity adheres to the SEC’s Customer Protection Rules, safeguarding your assets against misappropriation.You may select Charles Schwab & Co., Inc. or another brokerage firm to custody your assets and effect transactions on your account. As a registered broker-dealer and a member of the Securities Investor Protection Corporation (SIPC), Schwab is subject to certain regulations intended to protect assets held in brokerage accounts maintained at Schwab.
These materials have been independently produced by Savvy. Savvy is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. Savvy Advisors provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.