Jeff Peller
Atlanta, Georgia
“I love making an impact for my clients and helping them achieve fulfillment.”
Jeff is passionate about making a positive impact in all of his clients lives. By drawing on his personal experiences with transitions, he aims to help others navigate their own.
With over 25 years of experience, Jeff’s expertise spans business transitions, divorce, and other life changes. His financial experience spans across wealth strategy, direct indexing, tax optimization, and more.
Jeff works with High Net Worth clients where he endeavors to provide value.
I began my financial career 25 years ago. During that time I was previously the Co-Founder and CEO of a large regional wealth management firm. That experience allowed me to understand what makes up a successful and well-run firm. I am passionate about leveraging my financial expertise and personal experiences with transitions to help others going through similar challenges.
I work with a select group of clients that are High Net Worth ($5M to $25M) where I endeavor to add value and aim to make a difference in their financial journey.
I specialize in working with people that are going through “transitions,” such as the sale of a business, retirement, divorce and special needs planning.
All of my strategies are personalized and aided by the power of Savvy’s technology to help provide an efficient and seamless client experience.
Some of these strategies include:
Comprehensive wealth strategy that includes execution and reporting
Investment management
Personalized portfolio indexing and automated tax loss harvesting
Tax optimization for minimizing tax burden
Cash flow modeling for lifestyle, retirement, college, & longevity.
Asset protection planning and insurance
And more.
I serve as a financial coach that has the experience and emotional intelligence to guide you through the next chapter of your life. Having started and exited a business, navigated a divorce, raised a special needs child, retired at 49 and unretired a few years later, I have the wisdom of working through transitions combined with the financial experience to help you do the same.
My favorite part about working with clients is making a positive impact on their lives and helping them achieve fulfillment.
Having previously been a Co-Founder and CEO of a large regional wealth management firm, I have a good grasp on what makes a firm work and potentially thrive in the future. I believe Savvy’s vision, culture, investment options, AI technology and platform combined with experienced advisors who provide strategic advice through close personal relationships is the future of wealth management.
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.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
