Michael Lambrecht
Pleasanton, CA
“I help my clients with asset allocation, fixed income total return strategies, covered call writing, and managing concentrated positions to meet their financial goals."
I strive to build strong, lasting relationships with my clients based on trust, personalized guidance, and a deep understanding of their financial goals.
My experience spans a range of areas, including asset allocation, investment planning, and risk management.
Many of my clients are institutional.
I began my career in fixed income sales and trading on Wall Street in 1982, gaining valuable experience in the fast-paced world of finance.
My areas of expertise include portfolio investing and risk management using stocks, bonds, and options.
As a financial advisor, I work closely with institutional clients to provide tailored investment strategies that align with their goals and long-term objectives. Whether it is managing portfolios, optimizing asset allocation, or navigating market complexities, my focus is on delivering solutions that drive growth and stability.
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.
I help clients with strategies like asset allocation, fixed income total return strategies, covered call writing, and managing concentrated positions.
I uniquely specialize in risk management by leveraging individual stock and index options, providing clients with tailored strategies designed to help protect their portfolios while maximizing potential opportunities.
I’m passionate about building personal relationships based on the trust clients have placed with me.
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.
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.
