Joshua Barone
I'm Joshua, a financial advisor from Reno, Nevada. As someone who co-founded and built a trust company and investment advisory firm from the ground up, I’m passionate about sharing the lessons I've learned on my financial journey of 30+ years to guide and empower clients to secure their financial futures. Using active macroeconomic quantitative and tax avoidance strategies, I mitigate risk and help families achieve lasting financial independence, acting as guardians for future generations. Trust, consistency, and accessibility are at the heart of all my long-lasting client relationships.
Reno, Nevada
UVA Team
We think of ourselves as the Benjamin Graham disciples, with nearly 100 years of collective experience helping clients with their financial future by giving advice. Meet our team, who is driven by discipline when managing your investments.
Sullivan Farr
Wealth Advisors
Michaela and Colin Farr have become partners to establish Sullivan Farr Wealth Advisors at Savvy. They believe that Michaela’s expertise in financial planning with Colin Farr’s investment acumen will help them better serve their clients. They understand the power of collaboration in enhancing client experiences and providing vital support throughout the various stages of their lives.
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Colin Farr
“I prioritize trust, consistency, and accessibility. I've built long-term relationships that stand the test of time by maintaining regular check-ins, offering clear, honest advice, and being available when clients need me most. I believe that strong relationships are built on competence and care, and I strive to embody both in every client interaction.”
Our team's process
Macroeconomic Trend and Market Analysis
With a deep understanding of macroeconomic trends and the complex driving forces in the global marketplace, we can set geographic, industry, and sector parameters for investing.
Implement Proprietary Algorithm
We have created a proprietary algorithm that helps us sift through quantitative investment data and pinpoint the most undervalued investment opportunities in the market. We then use this information to decide which investments are right for our clients and make recommendations.
In-depth Assessment of Qualified Opportunities
Considering your investing objectives, our team digs into the data behind each company, examining its management structure, research and development operations, debt levels, industry trends, and performance history. The targeted outcome is an investment decision thoroughly analyzed and dissected to maximize returns across the credit cycle.
UVA’s Economic Insights Blogs
Market Updates & Economic Outlook
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How can I help?
Investment management
Estate & trust planning
Tax optimization
Let’s achieve
greatness together
My passion is helping people achieve their financial goals. I believe that everyone has the potential to meet their financial needs, no matter their background or starting point.
My team and I are committed to providing personalized solutions tailored to your unique needs and circumstances.
Get to know Joshua
Joshua grew up in Reno, Nevada, with a constant curiosity and avid observance of the world around him. This curiosity sparked his understanding of wealth management, always striving to read about and refine his financial models and investment strategies.
Joshua’s financial journey started from the ground up like many of his clients. After learning the ins and outs of the financial world, Joshua eventually co-founded a trust company in 1999 and a financial advisory firm in 2006.
Leaning on the experience he gained during his financial journey, Joshua is passionate about guiding others to build, preserve, and transfer their wealth with the same care and intention that helped him succeed. Whether it’s financial planning, investment management, or tax strategies, he provides an evidence-based approach built on macroeconomic analysis and quantitative research to safeguard your legacy for the next generation.
Outside of work, Joshua is passionate about family. Living in the adventure sports capital, he has many hobbies, including exploring the outdoors. He also has extensive knowledge of the food and wine industry.
Book a 30-min introductory call with Joshua.
Meet and greet. Get to know each other and learn about the benefits of wealth management through Savvy.
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.
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