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Anthony DeCicco
Lititz, PA
“As someone who grew up in a large family with limited resources, I recognize the value of money and putting it to work. My early experiences make me passionate about helping others with their finances.”
Anthony firmly believes it’s important to understand what matters to clients financially and using that to create a tailored plan of action.
Anthony’s expertise spans alternative investing, 401k plans, municipal accounts, and generational wealth transfers.
Anthony works with everyday investors and institutional investors for municipal accounts.
I grew up in a large family with limited resources. As a result, I recognized the value of money and putting it to work early on. My early experiences made me passionate about helping others with their finances.
I work with everyday investors and institutional investors, specifically with municipal accounts.
I have experience across municipal accounts, 401k plans, alternatives, and generational wealth transfers.
I typically help clients with risk management, asset allocation, complex financial problem solving, and retirement planning.
I like to understand what is most important to clients financially, create a tailored plan of action, and partner together for the long term.
Ultimately, I want to be my clients' long-term partner. In order to achieve this, I first take the time to understand what’s important to them financially. Then, I create a tailored plan of action to help them achieve long-term goals.
I enjoy providing advice to clients that ultimately helps them achieve their goals.
I have experience working for the titans of Wall Street. In my opinion, Savvy is the future of the industry, given that they are embracing technology to help clients achieve their goals.
Neither Savvy Wealth, nor Savvy Advisors compensates directly for testimonials or endorsements provided herein, by advisers. However advisors may have an indirect financial incentive to provide testimonials.
