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.
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.
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.
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.
Why Savvy?
$1B+
50+
We're a technology-driven wealth management firm that helps you find the right advisor to help you achieve your financial goals.
Testimonials
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.
Savvy Dashboard Experience
No more physical documents, fax machines, or unnecessary trips to the post office.
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
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Cindy
Alvarez
Littleton, CO
12
Years of Experience
Tax Optimization
Financial Planning & Analysis
Investing for Women
Craig
Austad
Denver, CO
25
Years of Experience
CLU
CFP®
Retirement Planning
Late-Stage College Planning
Tax Optimization
Chase
Austin
Charlotte, NC
11
Years of Experience
Tax Optimization
Financial Planning & Analysis
Retirement Planning
Robert
Barone
Reno, NV
19
Years of Experience
Financial Planning & Analysis
Investment Management
Risk Management
Joshua
Barone
Reno, NV
19
Years of Experience
Investment Management
Estate & trust planning
Tax optimization
Josh
Bergman
Westchester, NY
6
Years of Experience
JD
CFA®
Tax Optimization
Estate & Trust Planning
Alternatives Investing
Investment Management
Brent
Boden
Cincinnati, OH
15
Years of Experience
CFP®
ChFC®
APMA®
Financial Planning & Analysis
Tax Optimization
Alternatives Investing
Ryan
Bond
West Chester, PA
8
Years of Experience
CFP®
Alternatives Investing
Financial Planning & Analysis
Estate & Trust Planning
Brian
Boswell
Round Rock, TX
20
Years of Experience
CFP®
Employer-Sponsored Plans
Tax Optimization
Financial Planning & Analysis
Dan
Brady
Rye, NY
25
Years of Experience
Investment Management
Financial Planning & Analysis
Post-Divorce Planning
Jason
Craine
Wichita, KS
13
Years of Experience
CFP®
AAMS®
AWMA®
Tax Optimization
Investment Management
Legacy & Charitable Planning
Income Planning
Adam
Dean
Sergeant Bluff, IA
7
Years of Experience
Succession Planning
Financial Planning & Analysis
Estate & Trust Planning
Retirement Planning
Jacob
DuBose
Denver, CO
17
Years of Experience
CFP®
Financial Planning & Analysis
Estate & Trust Planning
Tax Optimization
Scott
Eichler
Orange County, CA
15
Years of Experience
Structured Planning
Small Business Tax
Environment, Social and Governance (ESG) Investing
Retirement Planning
Colin
Farr
Denver, CO
15
Years of Experience
CFP®
Retirement Planning
Tax Optimization
Investment Management
Jack
Fitzpatrick
Scottsdale, AZ
35
Years of Experience
Retirement Planning
Financial Planning & Analysis
Investment Management
David
Gottlieb
West Orange, NJ
15
Years of Experience
APMA®
CRPS®
Real Estate Investment Planning
Estate Planning
Tax Optimization
Risk Management
Louis
Green
New York City, NY
20
Years of Experience
CFA®
CFP®
CPWA®
Investment Management
Retirement Planning
Financial Planning & Analysis
Arynton
Hardy
Los Angeles, CA
9
Years of Experience
AIF®
Tax Optimization
Financial Planning & Analysis
Alternatives Investing
Eugene
Hoover
Reno, NV
4
Years of Experience
CFP®
Financial Planning & Analysis
Risk Management
Tax optimization
John
Khoury
Boston, MA
20
Years of Experience
MSF
Personal Direct Indexing
Retirement Planning
Tax Optimization
Eric
Kirste
Arlington Heights, IL
20
Years of Experience
CFP®
CIMA®
AIF®
Investment Management
Financial Planning & Analysis
Retirement Planning
Succession Planning
.png)
Nate
Kunkel
Cincinnati, OH
7
Years of Experience
CFP®
Procter & Gamble (P&G) Employee Benefits
Income Planning
Retirement Planning
Michael
Lambrecht
Pleasanton, CA
40
Years of Experience
Investment Management
Risk Management
Financial Planning & Analysis
Tyson
Lokke
Las Vegas, NV
15
Years of Experience
CFP®
Tax Optimization
Financial Planning & Analysis
Estate & Trust Planning
Legacy & Charitable Planning
Steve
Marcou
Indianapolis, IN
17
Years of Experience
Retirement Planning
Tax Optimization
Financial Planning & Analysis
Drew
Martino
Calabasas, CA
20
Years of Experience
Tax Optimization
Financial Planning & Analysis
Investment Management
Nick
McLaughlin
Hawthorne, CA
20
Years of Experience
Investment Management
Retirement Planning
Tax Optimization
Luis
Miletti Jr.
Louisville, KY
15
Years of Experience
CIMA®
CRPC®
Retirement Planning
Investment Management
Tax Optimization
Risk Management
Brian
Mills
Los Angeles, CA
7
Years of Experience
Alternatives Investing
Investment Management
Retirement Planning
Brad
Morgan
Cincinnati, OH
10
Years of Experience
CFP®
Procter & Gamble (P&G) Employee Benefits
Income Planning
Legacy & Charitable Planning
Michael
Most
Fort Lauderdale, FL
27
Years of Experience
CRPC®
Personal Direct Indexing
Financial Planning & Analysis
Investment Management
Erin
Niehaus
San Francisco, CA
11
Years of Experience
CFP®
CEPA
Investment Management
Alternatives Investing
Investing for Women
Andrea
Nolan
Reno, NV
25
Years of Experience
Financial Planning & Analysis
Risk Management
Tax optimization
Dustin
Parsons
Cabot, AR
8
Years of Experience
AAMS™
Financial Planning & Analysis
Estate & Trust Planning
Banking and Investing for Beginners
Tax Optimization
Eric
Passin
Denville, NJ
33
Years of Experience
Retirement Planning
Estate & Trust Planning
Executive Compensation Planning
Jeff
Peller
Atlanta, GA
25
Years of Experience
CFP®
PFS
CPA
CEPA
Financial Planning & Analysis
Investment Management
Tax Optimization
Alternatives Investing
Aaron
Peloquin
Minneapolis, MN
8
Years of Experience
CFP®
CPA
Financial Planning & Analysis
Investment Management
Real Estate Investment Planning
Succession Planning
Dan
Perrino
Bellingham, WA
6
Years of Experience
Tax Optimization
Retirement Planning
Estate & Trust Planning
Albert
Pinedo
Saint Petersburg, FL
19
Years of Experience
CPWA®
Tax Optimization
Financial Planning & Analysis
Investment Management
Frank
Remund
Boise, ID
16
Years of Experience
CFP®
Financial Planning & Analysis
Tax Optimization
Investment Management
Dustin
Roberts
Central Valley, CA
13
Years of Experience
CWS
Financial Planning & Analysis
Investment Management
Real Estate Investment Planning
Succession Planning
.png)
Sam
Saleh
Newport Beach, CA
5
Years of Experience
ChFC®
Retirement Planning
Estate & Trust Planning
Succession Planning
Dave
Sharpe
Lake Geneva, WI
18
Years of Experience
CRPC®
APMA®
C(k)P®
CRPS®
CPFA®
CLTC®
Investment Management
Estate & Trust Planning
Financial Planning & Analysis
Tax Optimization
Mike
Smith
Louisville, KY
24
Years of Experience
Financial Planning & Analysis
Income Planning
Retirement Planning
Michaela
Sullivan
Denver, CO
9
Years of Experience
CFP®
Retirement Planning
Tax Optimization
Financial Planning & Analysis
Dustin
Thomas
Noblesville, IN
11
Years of Experience
CPA
CFP®
Retirement planning
Tax Optimization
Executive Compensation Planning
Investment Management
.png)
Janelle
Van Meel
Littleton, CO
25
Years of Experience
Investment Management
Retirement Planning
Alternatives Investing
Investing for Women
Aaron
Wiegman
Del Mar, CA
20
Years of Experience
CFP®
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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Track your investments and money all in one place
Are you curious about your financial performance and looking to get a clear overview of your finances? The Savvy Dashboard brings all your finances together in one easy-to-use platform. Set meaningful financial goals and connect with an advisor to explore how they can help guide you toward achieving them. Sign up today and take control of your financial future.
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.