Joshua Barone
Reno, Nevada
“Having worked my way through challenges, I learned early on that true wealth isn't just about what you accumulate. It’s also about managing it to benefit those who come after you. My experiences shaped my belief that wealth management is all about stewardship — making sure your hard-earned money serves a greater purpose, not just for you, but also for future generations.”
Trust, consistency, and accessibility are my biggest priorities. By maintaining regular check-ins, offering clear, honest advice, and being available when clients need me most, I’ve built long-term relationships that stand the test of time. I believe that strong relationships are built on competence and care, and I strive to embody both in every client interaction.
I built my active management approach using self-made models that incorporate macroeconomic analysis and quantitative research focusing on free cash flow to provide clients with strategies that are as thoughtful as they are effective. I learned from my financial journey and am focused on guiding others to build, preserve, and transfer their wealth with the same care and intention that helped me succeed.
I specialize in working with clients from all walks of life to build bespoke financial plans tailored to each client’s unique goals. I use a disciplined approach and active management to help clients achieve their financial goals in a risk-responsible way.
Like many of my clients, I started my journey from humble beginnings. Starting in an entry-level role, I worked my way up to co-founding a trust company in 1999 and then a financial advisory firm in 2006, driven by a growing passion for helping others achieve financial security. Becoming a financial advisor allowed me to guide people in maximizing their hard work—not just by helping them build wealth, but also by managing it wisely to help them achieve their financial goals.
I specialize in financial planning, investment management, and tax strategies, helping clients build and preserve wealth with confidence. I deal with a lot of concentrated positions and employ hedging strategies to mitigate risk. From ambitious young professionals to experienced executives, I am committed to guiding individuals toward achieving financial goals and laying the foundation for future generations.
I have the privilege of working with clients from all walks of life, guiding them through various stages of their financial journey. Over the years, I’ve helped many gain clarity and confidence in navigating the often complex worlds of investing, estate planning, and tax strategies.
I focus on tax planning and optimization because they are crucial aspects to consider when managing your finances. By strategizing efficient ways to minimize tax liabilities and maximize savings, my clients can plan for the future. Additionally, I also help clients with retirement planning, Investment management, and cash flow planning because they are essential for maintaining a healthy financial balance.
Using active macroeconomic quantitative and tax avoidance strategies, I help clients mitigate risk and help families achieve lasting financial independence. I have created a proprietary algorithm that helps my advisor team sift through quantitative investment data and pinpoint the most undervalued investment opportunities in the market. I use this information to decide which investments are right for our clients and make recommendations. These strategies aim to provide investment decisions that have been thoroughly analyzed and dissected to help maximize returns across the entire credit cycle.
I prioritize active management using self-made models that incorporate macroeconomic analysis and quantitative research focusing on free cash flow to provide clients with strategies that are as thoughtful as they are effective.
The most rewarding part of my work is seeing the long-term impact on my clients’ lives. Helping them achieve financial independence, support their families, and leave a lasting legacy is incredibly fulfilling. Knowing that I’ve played a role in their potential success drives me every day.
Savvy Wealth’s client-first philosophy and commitment to innovation were major draws for me. The platform’s emphasis on leveraging technology to provide personalized, real-time solutions aligns perfectly with my approach to wealth management. From dynamic portfolio tracking to real-time financial planning tools, I’m able to offer a level of transparency and engagement that clients value.
Neither Savvy Wealth, nor Savvy Advisors compensates directly for testimonials provided by advisors. However advisors may have an indirect financial incentive to provide testimonials.
Ancora West Advisors, LLC dba Universal Value Advisors (“UVA”) is an investment advisor firm registered with the Securities and Exchange Commission. Savvy Advisors, Inc. (“Savvy Advisors”) is also an investment advisor firm registered with the SEC. UVA and Savvy are not affiliated or related.
