Jack Fitzpatrick

After spending 30 years in the financial services industry, I saw an opportunity to pivot into wealth management. I believed that my deep understanding of financial markets, combined with an extensive network on both the East and West Coasts, would provide a strong foundation for success. Transitioning into this role has allowed me to apply my expertise in a more personalized way, helping clients navigate their financial futures with confidence and clarity.

I work with individuals and families who have $500K or more in investable assets, providing comprehensive financial planning tailored to their unique needs. My clients seek guidance in investment management, life insurance, tax strategies, and estate planning. They value a holistic approach and appreciate having a dedicated advisor to help them navigate complex financial decisions with confidence.

My expertise lies in breaking down complex financial concepts and making them accessible to clients. I take pride in my ability to tailor my communication style to each individual, ensuring they fully understand their financial plan. Whether discussing investment strategies, tax implications, or risk management, my goal is to provide clarity and confidence, empowering clients to make informed decisions about their future.

My approach to wealth management is comprehensive, ensuring that investments, risk management, tax strategies, and legal considerations all work together seamlessly. I focus on aligning each client’s portfolio with their unique financial goals, leveraging high-performing portfolio managers to oversee asset management. My role is to provide strategic guidance, helping clients select the right portfolio and ensuring their overall financial plan remains cohesive and optimized for long-term success.

My approach is rooted in the principles of the CFP® framework, ensuring that my clients receive transparent, fiduciary-driven advice. I operate on a fee-based model, eliminating or minimizing conflicts of interest to prioritize what’s best for each client. Beyond investment management, I take a comprehensive view—integrating life insurance, tax strategies, and legal considerations—to create a financial plan that aligns with my clients’ long-term goals.

The most rewarding part of my work is knowing I’ve made a meaningful impact on my clients’ financial well-being. Whether it’s generating alpha through investments, minimizing tax liabilities during an exit, or guiding them through estate planning, I take pride in adding real value to their financial plan. Helping clients navigate these complex decisions and seeing the positive outcomes is what makes this work so fulfilling.

What stands out most about working with Savvy is the seamless efficiency built to support advisors. Every team—whether it’s marketing, trading, operations, or fellow advisors—is aligned and working toward the same goal. The collaborative culture fosters a winning environment, allowing us to focus on what truly matters: delivering exceptional service and results for our clients.