Savvy Advisors grows team to 20 with four new wealth managers
People - MAY 24, 2024

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Savvy Advisors grows team to 20 with four new wealth managers

by Released

Savvy Advisors, a registered investment advisor affiliated with Savvy Wealth Inc., has announced that four new wealth managers have joined the firm. These advisors now have access to Savvy Wealth’s purpose-built, fully integrated technology platform. Powered by proprietary technology, Savvy’s wealth managers are empowered to increase efficiency, scale revenue faster and spend more time focused on serving their clients.

Savvy has built a network of experienced financial professionals who offer a wide range of financial planning services including retirement planning, estate planning, tax strategy, alternative investments, direct indexing, net-worth tracking, the ability to manage and track held-away accounts and more. All services are personalized and aided by Savvy Wealth’s modern, all-in-one technology that’s designed to provide an efficient client experience.

“By seamlessly integrating with top-tier industry tools and employing data-driven financial plannin

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