Unlock your personalized path to higher wealth
Personalized financial roadmaps tailored to your unique goals.
Curated investment portfolios aligned with your unique preferences and financial goals.
The dedicated investment team provides support to your wealth manager and you with quarterly portfolio reviews.
Backed by trusted custodians Charles Schwab
and Fidelity, to custody and safeguard your assets.
Personalized financial roadmaps tailored to your unique goals.
Curated investment portfolios aligned with your unique financial goals and preferences
Dedicated investment team provides dedicated support to your wealth manager and portfolio through quarterly
Backed by trusted custodians Charles Schwab and Fidelity, to custody and safeguard your assets.
Fill out the form to get matched with a financial advisor
By completing this form you are consenting to receiving emails and text messages from Savvy and agree to our Privacy Policy and Terms of Service. Message/data rates apply. Message frequency varies. Unsubscribe at any time by replying STOP.
Unlock your personalized path to higher wealth
Personalized financial roadmaps tailored to your unique goals.
Curated investment portfolios aligned with your unique preferences and financial goals.
The dedicated investment team provides support to your wealth manager and you with quarterly portfolio reviews.
Backed by trusted custodians Charles Schwab
and Fidelity, to custody and safeguard your assets.
Personalized financial roadmaps tailored to your unique goals.
Curated investment portfolios aligned with your unique financial goals and preferences
Dedicated investment team provides dedicated support to your wealth manager and portfolio through quarterly
Backed by trusted custodians Charles Schwab and Fidelity, to custody and safeguard your assets.
Learn more about Savvy and how we can help you meet your financial goals.
Why Savvy?
We specialize in technology-driven wealth management, providing a seamless view of your complete financial landscape. Easily oversee your entire portfolio, including assets not directly managed by your advisor, all in one convenient location.
Our investment team conducts quarterly portfolio reviews to assist your advisor in achieving your financial goals. We leverage technology to streamline onboarding processes, allowing your financial advisor to dedicate more time to your needs.
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Find the right wealth
manager for you
Savvy's team comprises exceptional and seasoned financial advisors. We are ready to offer personalized assistance in crafting bespoke financial plans that perfectly align with the unique needs and goals of each client.
Michael Most
Fort Lauderdale, FL
Personal Direct Indexing
Financial Planning & Analysis
Investment management
Dan Brady
Rye, NY
Post-Divorce Planning
Investment management
Financial Planning & Analysis
Brent Boden
Northern Kentucky
Succession Planning
Tax Optimization
Financial Planning & Analysis
Debt Management
John Khoury
Boston, MA
Personal Direct Indexing
Retirement Planning
Tax Optimization
Dan Perrino
Bellingham, WA
Tax Optimization
Retirement planning
Estate and Trust
Ryan Bond
West Chester, PA
Alternatives Investing
Financial Planning & Analysis
Estate and Trust
Jacob Dubose
Denver, CO
Financial Planning & Analysis
Estate & Trust Planning
Tax Optimization
Frank Remund
Boise, ID
Financial Planning & Analysis
Tax Optimization
Investment Management
Aaron Wiegman
Del Mar, CA
Financial Planning & Analysis
Tax Optimization
Succession Planning
Retirement Planning
Dustin Parsons
Central Arkansas
Financial Planning & Analysis
Estate & Trust Planning
Banking and Investing for Beginners
Tax Optimization
Eric Kirste
Arlington Heights, IL
Investment Management
Financial Planning & Analysis
Retirement Planning
Tax Optimization
Arynton Hardy
Los Angeles, CA
Financial Planning & Analysis
Tax Optimization
Alternatives Investing
David Gottlieb
West Orange, NJ
Real Estate Investment Planning
Estate Planning
Tax Optimization
Risk Management
Scott Eichler
Orange County, CA
Structured Planning
Small Business Tax
Environment, Social and Governance (ESG) Investing
Retirement Planning
Josh Branham
Lexington, Kentucky
Estate & Trust Planning
Tax Optimization
Succession Planning
Louis Green
New York City, NY
Investment Management
Retirement Planning
Financial Planning & Analysis
Chase Austin
Charlotte, NC
Tax Optimization
Financial Planning & Analysis
Retirement Planning
Albert Pinedo
Saint Petersburg, Florida
Tax Optimization
Financial Planning & Analysis
Investment Management
Adam Dean
Sergeant Bluff, IA
Succession Planning
Financial Planning & Analysis
Estate & Trust Planning
Retirement Planning
Nate Kunkel
Cincinnati, Ohio
Procter & Gamble (P&G) Employee Benefits
Income Planning
Retirement Planning
Brian Mills
Los Angeles, LA
Alternatives Investing
Investment Management
Retirement Planning
Brad Morgan
Cincinnati, OH
Procter & Gamble (P&G) Employee Benefits
Income Planning
Legacy & Charitable Planning
Brian Boswell
Round Rock, TX (suburb of Austin, TX)
Employer-Sponsored Plans
Tax Optimization
Financial Planning & Analysis
Alex Austin
Bloomfield Hills, MI
Retirement Planning
Tax Optimization
Financial Planning & Analysis
Investment Management
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Michaela Sullivan
Denver, Colorado
Retirement Planning
Tax Optimization
Financial Planning & Analysis
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Colin Farr
Denver, Colorado
Retirement Planning
Tax Optimization
Investment Management
J. Nick McLaughlin
Hawthorne, CA
Investment Management
Retirement Planning
Tax Optimization
Drew Martino
Calabasas, CA
Tax Optimization
Financial Planning & Analysis
Investment Management
Eric Passin
Denville, New Jersey
Retirement Planning
Estate & Trust Planning
Executive Compensation Planning
Cindy Alvarez
Littleton, Colorado
Tax Optimization
Financial Planning & Analysis
Investing for Women
Janelle Van Meel
Littleton, Colorado
Investment Management
Retirement Planning
Alternatives Investing
Investing for Women
Ojai, CA
Nathan Wallace
Investment Management
ESG Investing
Personal Direct Indexing
Foundations & Endowments
New York City, NY
Maya Joelson
Investment Management
Personal Direct Indexing
Global Equity Research
Fort Lauderdale, FL
Michael Most
Investment Management
Financial Planning & Analysis
Personal Direct Indexing
Rye, NY
Dan Brady
Investment Management
Financial Planning & Analysis
Post-Divorce Planning
Northern Kentucky
Brent Boden
Succession Planning
Financial Planning & Analysis
Tax Optimization
Debt Management
Boston, MA
John Khoury
Retirement Planning
Tax Optimization
Personal Direct Indexing
Bellingham, WA
Dan Perrino
Retirement Planning
Tax Optimization
Estate & Trust Planning
West Chester, PA
Ryan Bond
Estate & Trust Planning
Financial Planning & Analysis
Alternatives Investing
Denver, CO
Jacob Dubose
Tax Optimization
Financial Planning & Analysis
Estate & Trust Planning
Boise, ID
Frank Remund
Tax Optimization
Financial Planning & Analysis
Investment Management
Del Mar, CA
Aaron Wiegman
Succession Planning
Financial Planning & Analysis
Tax Optimization
Retirement Planning
Central Arkansas
Dustin Parsons
Estate & Trust Planning
Financial Planning & Analysis
Tax Optimization
Banking and Investing for Beginners
Arlington Heights, IL
Eric Kirste
Succession Planning
Financial Planning & Analysis
Retirement Planning
Los Angeles, CA
Arynton Hardy
Tax Optimization
Financial Planning & Analysis
Alternatives Investing
West Orange, NJ
David Gottlieb
Real Estate Investment Planning
Estate & Trust Planning
Delaware Statutory Trusts (DST)
Alternatives Investing
We offer a comprehensive set of financial services
Meet with a Savvy advisor to learn more about how we can help you reach financial freedom and peace of mind.
Savvy offers a wide range of financial planning services including retirement planning, estate planning, tax strategy, alternative investments, direct indexing, net worth tracking, the ability to view your accounts with consolidated advice and reporting on held-away accounts and more. Take a look at our Wealth Managers and their specialties here.
We don’t believe in a one-size-fits all approach and neither do our Wealth Managers. Every Wealth Manager at Savvy is different and every client gets a customized experience because of it. We take pride in matching you with a financial professional that will create the right customized plan for you. Whether you want to align your investments with your personal ethics or you want to customize your Direct Indexing portfolio, we are here to help. We also use proprietary technology to make your financial life easier with one view for all your accounts. We value our clients and your feedback and have implemented improvements for effortless performance tracking thanks to client feedback.
We can help match you to the right Wealth Manager based on your interests and the services you are looking for, just take a minute to fill out our online questionnaire and we will get started on your match. Each of our Wealth Managers customizes pricing for you, depending on your needs and complexities. Our pricing isn’t transaction-based on trade volume, which eliminates the conflict of interest of our Wealth Managers to make investment decisions to generate compensation. Savvy and our financial professionals have a duty of care and loyalty to always serve the best interest of our clients.
Savvy is a SEC registered investment adviser & wealth management firm providing asset management to high net worth individuals. We aim to uphold the industry’s highest standard of service and conduct when working with clients.
We partner with qualified custodians, Charles Schwab and Fidelity, to custody and safeguard your assets. Charles Schwab and Fidelity are registered with the SEC and are both members of FINRA and SIPC. Our custodians are subject to the SEC’s Customer Protection Rules to prevent misappropriation of your assets.
Fill out the form to get matched with a financial advisor
By completing this form you are consenting to receiving emails and text messages from Savvy and agree to our Privacy Policy and Terms of Service. Message/data rates apply. Message frequency varies. Unsubscribe at any time by replying STOP.