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About Savvy Wealth
Savvy Wealth is a modern wealth management platform designed to help clients achieve their financial goals through personalized, technology-driven advisory services. By combining advanced AI-powered tools and streamlined processes, Savvy makes it easier for clients to receive tailored financial advice that is both efficient and impactful.
The platform enhances the client experience by offering seamless communication, proactive financial planning, and customized solutions to meet each individual’s needs. With a focus on modernizing wealth management, Savvy’s technology empowers clients to navigate complex financial decisions with confidence, ensuring their plans are well-coordinated and aligned with long-term objectives.
Savvy works to simplify the financial planning process, eliminating outdated methods and providing a more intuitive and responsive experience. Clients benefit from data-driven insights, automated workflows, and a personalized approach to areas like investment management, retirement planning, and more.
By leveraging the power of technology and human expertise, Savvy Wealth helps clients optimize their financial strategies and stay on track to achieve their goals. Whether planning for retirement, managing investments, or tackling other financial milestones, Savvy delivers a comprehensive and forward-thinking wealth management solution.
Pricing options
Regulatory filings
Areas of specialty
- Digital Financial Planning
- AI-Powered Investment Strategies
- Technology-Driven Advisory Solutions
More about Savvy Wealth
| Designations | Minimum asset threshold |
| Registered Investment Advisor | N/A |
| Firm CRD Number | Number of advisors |
| 318493 | 10 |
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Let us match you with a financial advisor
Secure your future and achieve your goals with a free matchto financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than Savvy Wealth.