Savvy Wealth

Savvy Wealth is a tech-driven financial advisory firm that combines innovative technology with a team of seasoned financial advisors. Their mission is to provide personalized and efficient wealth management solutions, empowering clients to achieve their financial goals and aspirations. The company offers a wide range of services including retirement planning, estate planning, tax optimization, investment management, and direct indexing, all delivered through a seamless and user-friendly platform.

Savvy Wealth emphasizes a client-centric approach, prioritizing personalized experiences and building long-term relationships with their advisors. They believe in transparency and collaboration, actively engaging with clients to understand their needs and tailor strategies accordingly. They are also committed to empowering their financial advisors with the latest technology and resources to optimize their practices and deliver exceptional client service.

Savvy offers a flexible work environment, with advisors working remotely from various locations across the United States. Their website highlights their commitment to helping advisors achieve their professional goals, which includes providing them with the flexibility to manage their work-life balance. While specific details about work schedules or remote work policies are not explicitly stated, the company's focus on personalized solutions and tailored strategies suggests a degree of flexibility to accommodate individual advisor needs.

Savvy Advisors provides its employees with a comprehensive benefits package, including access to a proprietary technology platform and tools at no additional cost, competitive compensation structures, revenue participation earn-outs, and a flexible fee structure that caters to a variety of client needs. They are committed to providing personalized solutions tailored to the unique needs and circumstances of each employee, which could include options for W2 or 1099 arrangements based on the most mutually beneficial structure for the advisor and the firm.

Savvy Wealth is a technology company that strives to modernize the financial advisory experience, providing a digital-first platform for financial advisors to deliver exceptional client service. Savvy's mission is to empower financial advisors with cutting-edge software and marketing automation tools to supercharge organic growth and enable them to spend more time focused on their clients. The company believes in building a leading team of financial advisors and technologists to create a modern, all-in-one RIA and wealth management platform that helps both advisors and clients achieve their financial goals.

Savvy promotes a culture of collaboration, innovation, and client-centricity. They emphasize building strong relationships with both clients and employees, fostering a supportive and encouraging environment. The company values a proactive approach to financial planning, with a focus on personalized solutions tailored to individual needs. They also prioritize transparency and communication, ensuring clients are well-informed and empowered in their financial decisions.

Savvy Wealth actively promotes diversity, equity, and inclusion within its organization and the broader financial industry. They celebrate a diverse team of financial advisors from across the United States, each bringing unique expertise and perspectives to serve their clients. Savvy's commitment to inclusion is evident in their diverse leadership team and their efforts to partner with firms that share similar values. They actively seek to attract and retain talented individuals from all backgrounds, ensuring a workplace where everyone feels valued, respected, and empowered to contribute their best work.