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Savvy combines advanced technology with real-world financial expertise to help you live the life you’ve always aspired to live.

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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

Anthony

DeCicco

Lititz, PA

Focus Areas:

Risk Management

​​Investment Management

Alternatives Investing

Retirement 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

Tyson

Lokke

Las Vegas, NV

Focus Areas:

Tax Optimization

Financial Planning & Analysis

Estate & Trust Planning

Legacy & Charitable Planning

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

Dustin

Parsons

Cabot, AR

Focus Areas:

Financial Planning & Analysis

Estate & Trust Planning

Banking and Investing for Beginners

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

Mike

Smith

Louisville, KY

Focus Areas:

Financial Planning & Analysis

Income Planning

Retirement Planning

Michaela

Sullivan

Denver, CO

Focus Areas:

Retirement Planning

Tax Optimization

Financial Planning & Analysis

Dustin

Thomas

Noblesville, IN

Focus Areas:

Retirement planning

Tax Optimization

Executive Compensation Planning

Investment Management

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

Intelligent financial planning

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A financial roadmap built for you

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Portfolio analysis backed by data

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Proactive planning to help reach every milestone

Modern wealth management

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Track your investments, access real-time account information, and monitor progress towards your financial goals.

Keep an accurate, up-to-the-minute view of your wealth.

Manage your relationship with your financial advisor in one place.

Financial Services for

Employees of

P&G employees require the care of first-hand experience. Whether it's optimizing retirement plans, making strategic stock compensation decisions, or ensuring tax-efficient wealth growth, Savvy brings a comprehensive and customized approach that truly understands P&G's competitive benefits package. Expert guidance includes:

Base Salary Optimization

Navigate the nuances of P&G's salary benchmarks to ensure your earnings are aligned with your financial goals.

Bonus Maximization

Leverage the STAR bonus program to enhance your investment strategy and overall financial well-being.

Retirement Planning Excellence

Tailor your 401k and profit-sharing contributions to capitalize on P&G's generous offerings.

Strategic Stock Compensation

Make informed decisions regarding RSUs and stock options to balance immediate needs with long-term ambitions.

Financial Education

Utilize P&G's seminars and workshops to build a robust knowledge base, empowering you to make confident financial decisions.

Comprehensive Insurance Planning

Ensure your family's security with tailored advice on health, disability, and life insurance benefits.

Strategic Leveraging of Additional Benefits

From childcare assistance to flexible work arrangements, optimize the full spectrum of P&G's benefits to support your lifestyle.

Ready to join the Savvy
community?

Experience the difference that a modern, personalized approach to wealth management can make for your financial future.

Join our community of high net worth clients and enjoy a robust platform of  investment opportunities, dedicated financial advisors, and state-of-the-art technology designed to help you preserve and grow your wealth.

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FAQ

Why do I need a financial advisor?

A financial advisor can be instrumental in navigating the complex landscape of financial planning and investment management. They can offer guidance on a wide range of financial strategies including retirement planning, tax-efficient strategies, and estate planning. By providing a holistic view of your financial health, a financial advisor can equip you with the tools and insights to make informed decisions, helping you to meet your financial goals with confidence.

How do I find a financial advisor?

Finding the right financial advisor involves identifying your financial needs and researching professionals who specialize in those areas. Personal recommendations and professional networks can be a good start. Alternatively, digital platforms employed by Savvy can help connect you with qualified advisors. It's crucial to consider their qualifications, years of experience, and fee structure to ensure they align with your requirements.

What questions should I ask a financial advisor?

When evaluating potential financial advisors, it's important to ask about their qualifications, experience, range of services, and compensation structure. Understanding their investment philosophy and strategies for managing risk can also offer valuable insights. Inquire about their communication style, how often you'll meet, and how they'll report on your financial performance

What can a financial advisor help with?

Financial advisors can offer a comprehensive range of services to manage your financial health. From creating personalized financial plans, setting financial goals, managing investments, to offering tax strategies and retirement planning advice. They also can offer guidance on estate planning and insurance needs and can provide meaningful advice during major life changes.

What should I expect in my initial meeting?

Your initial meeting with a financial advisor is an opportunity to discuss your financial goals, current financial situation, risk tolerance, and investment preferences. The advisor should ask pertinent questions to understand your financial aspirations and constraints. This meeting also allows you to assess if the advisor is well-suited to help you with your financial needs.

How are investment accounts managed?

Investment accounts should be managed based on personalized strategies that align with your financial goals, risk tolerance, and investment horizon. Savvy's blend of financial advisory expertise aided by advanced technology offers personalized financial planning and investment strategies. Our cutting-edge portfolio analysis tool enables constant monitoring of your investments, providing clients with real-time account updates and progress tracking towards your financial goals. Regular reviews help to ensure your investment strategy stays aligned with market trends and your evolving financial needs

These materials have been independently produced by Savvy. Savvy is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. Savvy Advisors provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.