Terms & Disclosures

Savvy's website (referred to herein as the "Website") is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of the Website on the Internet should not be construed by any client and/or prospective client as Savvy's solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Savvy with a prospective client will be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. Past performance does not guarantee future performance. Independent advice should be sought in all cases.

By accessing and using this Site, you acknowledge that you have read, understand, and agree to be bound by all of the terms and conditions set forth below. We reserve the right to amend these terms of use from time to time by posting the amended terms on this Site. Proprietary papers and writings are the opinions of Savvy. Other articles, links, and information presented on this site are obtained from sources believed to be reliable, but they are for informational purposes only and Savvy does not guarantee their timeliness or accuracy.

Certain Investment Adviser Representatives (“IARs”) of Savvy Advisors, Inc. (“Savvy”) conduct marketing and branding activities under separate “doing business as” (“DBA”) or trade names. These DBA names are used solely for marketing and branding purposes and are not separate registered entities. All investment advisory services are provided exclusively through Savvy.

Clients should understand that any advisory relationship is with Savvy Advisors, Inc., and not with the DBA name under which the IAR may market services.

The disclosures contained on this page apply to Savvy and to all “doing business as” (“DBA”) or trade names used by its Investment Adviser Representatives. Any websites operated under such DBA names are marketing websites only and are subject to the same disclosures, policies, and standards described herein.

Accordingly, DBA websites may direct users to this Disclaimer page to ensure consistent regulatory disclosure and transparency. All investment advisory services referenced on any DBA website are provided exclusively through Savvy.

Material prepared herein has been created for informational purposes only and should not be considered investment advice or a recommendation. Information was obtained from sources believed to be reliable but was not verified for accuracy. It is important to note that federal tax laws under the Internal Revenue Code (IRC) of the United States are subject to change, therefore it is the responsibility of taxpayers to verify their taxation obligations.

Material prepared herein has been created for informational purposes only and should not be considered investment advice or a recommendation. Information was obtained from sources believed to be reliable but was not verified for accuracy. All investments involve risk, including loss or principal investment. Cryptocurrencies, including bitcoin, may be susceptible to fraud and involve a high degree of risk exposure and significant price volatility.

Alternative investments are speculative, may involve a high degree of risk and volatility, and are not suitable for all investors. Savvy Wealth Inc. ("Savvy Wealth") is a technology company and the parent company of Savvy Advisors Inc. ("Savvy Advisors" and collectively referred to as "Savvy"). All advisory services are offered through Savvy Advisors, an investment advisor registered with the Securities and Exchange Commission ("SEC"). iCapital is not related to or affiliated with Savvy Advisors.

The views and opinions expressed herein are those of the speakers and authors and do not necessarily reflect the views or positions of Savvy Advisors. Information contained herein has been obtained from sources believed to be reliable, but are not assured as to accuracy.

Material prepared herein has been created for informational purposes only and should not be considered investment advice or a recommendation. Information was obtained from sources believed to be reliable but was not verified for accuracy. 

The views and opinions expressed on this podcast are those of the speakers and authors and do not necessarily reflect the views or positions of Savvy Advisors. This material is presented for informational purposes only and should not be considered a recommendation of any particular investment product or as advice, nor does this information constitute a solicitation or offer to buy or sell securities.

Neither Savvy Wealth, nor Savvy Advisors compensates directly for testimonials or endorsements provided herein, by advisors. However advisors may have an indirect financial incentive to provide testimonials.

Links to third-party websites are provided for informational purposes only. Savvy does not control, endorse, or guarantee the accuracy, completeness, or timeliness of the information contained on any third-party website. Savvy is not responsible for the content, security, or privacy practices of such sites. Access to and use of third-party websites is at your own risk.

Certain products and services referenced by the RIA, including but not limited to offerings such as “Savvy Tax,” may be provided by independent third-party firms or software platforms. These providers are not affiliated with, controlled by, or supervised by the RIA, and such services are not provided directly by the RIA.

The RIA does not warrant or guarantee the accuracy, completeness, effectiveness, or security of any third-party platform or service and assumes no responsibility or liability for the services provided through such providers. Clients who elect to utilize third-party products or platforms do so at their own discretion and risk. Such services may involve operational, cybersecurity, data privacy, regulatory, tax, or financial risks, and the RIA makes no representation regarding the suitability or outcomes of services rendered by third parties.

Use of any third-party provider is optional, and clients are encouraged to conduct their own due diligence before engaging such services.

Third-party rankings and recognitions are not indicative of future investment success and do not guarantee that any client will experience a certain level of performance or results. Such ratings are not endorsements, and are not representative of any one client’s experience. Rankings are generally based on information provided by the adviser and/or assets under management. For additional information regarding the criteria and methodology used, please refer to the issuing organization’s website.

Awards and accolades are granted by non-affiliated third parties and are provided for informational purposes only. The views expressed in related publications are those of the authors and not necessarily those of Savvy. Nothing herein should be construed as evidence of any client’s experience with the firm. Savvy makes no warranties regarding the accuracy of third-party information and disclaims liability for any reliance thereon. Past performance is not indicative of future results.

References to Savvy’s appearance in, or citation by, various publications, media outlets, or platforms are provided for informational and reference purposes only. Such appearances or mentions do not constitute an endorsement, recommendation, or approval of Savvy by any publication, author, or third party. Media outlets may reference Savvy based on editorial selection, and Savvy does not control the content, context, or placement of such references. Inclusion of these references should not be construed as an indication of the Savvy’s investment performance or the experience of any client.

Certain DBAs may describe its services as “fee-only” based on the fact that it receives compensation solely from asset-based advisory fees for its advisory services. However, investment advisory services are provided through Savvy, which receives additional forms of compensation from sources other than asset-based advisory fees. As a result, Savvy is considered “fee-based” under CFP Board® guidelines.

Clients should understand that advisory services are provided by Savvy, and Savvy’s overall compensation structure includes revenue streams beyond asset-based fees. Additional information regarding fees, compensation, and potential conflicts of interest is available in Savvy’s Form ADV.

Any personal information submitted by you on this Site is maintained in accordance with our Privacy Policy. Please carefully review our policy under the link for Privacy Policy. NO OFFER, INVESTMENT ADVICE, OR PERFORMANCE GUARANTEES. All written content is for informational purposes only and may not constitute a complete description of available investment services or performance. Neither the information nor any opinion expressed on this Site constitutes an offer by Savvy to buy or sell any securities or financial instruments, or to provide any investment advice or service. The services, securities and financial instruments described on this Site may not be available to or suitable for you, and not all strategies are appropriate at all times.

We ask that you notify us in advance of your intention to link to this Site by e-mailing us at [email protected]. You may not (i) display this Site in frames, or (ii) display any of the content found on this Site via inline links, without express written permission from an authorized representative of Savvy.

Savvy and/or our suppliers reserve all right, title and interest in and to this Site and all materials, information, and compilations of information available on or through this Site, as well as the domain name, design, layout, and “look and feel” of this Site, the trademarks, service marks, and trade dress related thereto, and all other intellectual property and other proprietary rights embodied therein and appurtenant thereto. You agree that you will have no rights in or to any of the foregoing, express or implied, other than the rights expressly granted in these terms of use, or otherwise expressly granted to you in writing by an authorized representative of Savvy.

THIS SITE IS PROVIDED ON AN ”AS IS” AND “AS AVAILABLE” BASIS. SAVVY MAKES NO REPRESENTATIONS OR WARRANTIES OF ANY KIND, WHETHER EXPRESS, IMPLIED, OR STATUTORY, REGARDING YOUR ACCESS TO OR USE OF THIS SITE, OR THE PRODUCTS, SERVICES OR INFORMATION DESCRIBED ON OR AVAILABLE THROUGH THIS SITE. WITHOUT LIMITING THE FOREGOING, WE EXPRESSLY DISCLAIM ANY AND ALL REPRESENTATIONS AND WARRANTIES OF ACCURACY, COMPLETENESS, TIMELINESS, MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, AND NON-INFRINGEMENT OF THIRD-PARTY RIGHTS. THIS SITE INCLUDES FACTS, VIEWS AND OPINIONS OF INDIVIDUALS AND ORGANIZATIONS DEEMED OF INTEREST. NOTHING CONTAINED ON THIS SITE SHALL BE CONSTRUED AS AN ENDORSEMENT OF THESE VIEWS OR OPINIONS.

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