Unlock your personalized path to higher wealth

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Personalized financial roadmaps tailored to your unique goals.

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Curated investment portfolios aligned with your unique preferences and financial goals.

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The dedicated investment team provides support to your wealth manager and you with quarterly portfolio reviews.

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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.

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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.

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.

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Cindy

Alvarez

Littleton, CO

Focus Areas:

Tax Optimization

Financial Planning & Analysis

Investing for Women

Craig

Austad

Denver, CO

Focus Areas:

Retirement Planning

Late-Stage College Planning

Tax Optimization

Chase

Austin

Charlotte, NC

Focus Areas:

Tax Optimization

Financial Planning & Analysis

Retirement Planning

Robert

Barone

Reno, NV

Focus Areas:

Financial Planning & Analysis

Investment Management

Risk Management

Joshua

Barone

Reno, NV

Focus Areas:

Investment Management

Estate & trust planning

Tax optimization

Brent

Boden

Cincinnati, OH

Focus Areas:

Financial Planning & Analysis

Tax Optimization

Alternatives Investing

Ryan

Bond

West Chester, PA

Focus Areas:

Alternatives Investing

Financial Planning & Analysis

Estate & Trust Planning

Brian

Boswell

Round Rock, TX

Focus Areas:

Employer-Sponsored Plans

Tax Optimization

Financial Planning & Analysis

Dan

Brady

Rye, NY

Focus Areas:

Investment Management

Financial Planning & Analysis

Post-Divorce Planning

Jason

Craine

Wichita, KS

Focus Areas:

Tax Optimization

​​Investment Management

Legacy & Charitable Planning

Income Planning

Adam

Dean

Sergeant Bluff, IA

Focus Areas:

Succession Planning

Financial Planning & Analysis

Estate & Trust Planning

Retirement Planning

Jacob

DuBose

Denver, CO

Focus Areas:

Financial Planning & Analysis

Estate & Trust Planning

Tax Optimization

Scott

Eichler

Orange County, CA

Focus Areas:

Structured Planning

Small Business Tax

Environment, Social and Governance (ESG) Investing

Retirement Planning

Colin

Farr

Denver, CO

Focus Areas:

Retirement Planning

Tax Optimization

​​Investment Management

Jack

Fitzpatrick

Scottsdale, AZ

Focus Areas:

Retirement Planning

Financial Planning & Analysis

Investment Management 

David

Gottlieb

West Orange, NJ

Focus Areas:

Real Estate Investment Planning

Estate Planning

Tax Optimization

Risk Management

Louis

Green

New York City, NY

Focus Areas:

Investment Management

Retirement Planning

Financial Planning & Analysis

Arynton

Hardy

Los Angeles, CA

Focus Areas:

Tax Optimization

Financial Planning & Analysis

Alternatives Investing

Eugene

Hoover

Reno, NV

Focus Areas:

Financial Planning & Analysis

Risk Management

Tax optimization

John

Khoury

Boston, MA

Focus Areas:

Personal Direct Indexing

Retirement Planning

Tax Optimization

Eric

Kirste

Arlington Heights, IL

Focus Areas:

Investment Management

Financial Planning & Analysis

Retirement Planning

Succession Planning

Nate

Kunkel

Cincinnati, OH

Focus Areas:

Procter & Gamble (P&G) Employee Benefits

Income Planning

Retirement Planning

Michael

Lambrecht

Pleasanton, CA

Focus Areas:

Investment Management

Risk Management

Financial Planning & Analysis

Steve

Marcou

Indianapolis, IN

Focus Areas:

Retirement Planning

Tax Optimization

Financial Planning & Analysis

Drew

Martino

Calabasas, CA

Focus Areas:

Tax Optimization

Financial Planning & Analysis

Investment Management

Nick

McLaughlin

Hawthorne, CA

Focus Areas:

​​Investment Management

Retirement Planning

Tax Optimization

Brian

Mills

Los Angeles, CA

Focus Areas:

Alternatives Investing

Investment Management

Retirement Planning

Brad

Morgan

Cincinnati, OH

Focus Areas:

Procter & Gamble (P&G) Employee Benefits

Income Planning

Legacy & Charitable Planning

Michael

Most

Fort Lauderdale, FL

Focus Areas:

Personal Direct Indexing

Financial Planning & Analysis

Investment Management

Erin

Niehaus

San Francisco, CA

Focus Areas:

Investment Management

Alternatives Investing

Investing for Women

Andrea

Nolan

Reno, NV

Focus Areas:

Financial Planning & Analysis

Risk Management

Tax optimization

Eric

Passin

Denville, NJ

Focus Areas:

Retirement Planning

Estate & Trust Planning

Executive Compensation Planning

Jeff

Peller

Atlanta, GA

Focus Areas:

Financial Planning & Analysis

Investment Management

Tax Optimization

Alternatives Investing

Dan

Perrino

Bellingham, WA

Focus Areas:

Tax Optimization

Retirement Planning

Estate & Trust Planning

Albert

Pinedo

Saint Petersburg, FL

Focus Areas:

Tax Optimization

Financial Planning & Analysis

Investment Management

Frank

Remund

Boise, ID

Focus Areas:

Financial Planning & Analysis

Tax Optimization

Investment Management

Sam

Saleh

Newport Beach, CA

Focus Areas:

Retirement Planning

Estate & Trust Planning

Succession Planning

Michaela

Sullivan

Denver, CO

Focus Areas:

Retirement Planning

Tax Optimization

Financial Planning & Analysis

Janelle

Van Meel

Littleton, CO

Focus Areas:

Investment Management

Retirement Planning

Alternatives Investing

Investing for Women

Aaron

Wiegman

Del Mar, CA

Focus Areas:

Financial Planning & Analysis

Tax Optimization

Succession Planning

Retirement Planning

Direct Indexing
Tax Optimization
Direct Indexing
Succession Planning
Small Business Tax

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.

FAQ

What services does Savvy offer to clients?

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.

What makes Savvy different from other firms?

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.

How do I pick a Wealth Manager and how much will this cost?

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.

Who is Savvy?

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.

How does Savvy keep my assets secure?

We work with trusted custodian Fidelity, to securely custody and protect your assets. Fidelity is registered with the SEC and is a member of both FINRA and SIPC, ensuring the highest standards of compliance and security. Fidelity adheres to the SEC’s Customer Protection Rules, safeguarding your assets against misappropriation.You may select Charles Schwab & Co., Inc. or another brokerage firm to custody your assets and effect transactions on your account. As a registered broker-dealer and a member of the Securities Investor Protection Corporation (SIPC), Schwab is subject to certain regulations intended to protect assets held in brokerage accounts maintained at Schwab.

Fill out the form to get matched with a financial advisor

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