Planning for your financial future involves more than just saving money. It's about aligning your goals with informed investment choices, managing taxes, securing insurance coverage, and ensuring your estate plan is in order. Check out these key areas to consider and start taking proactive steps towards a secure financial future.
Savvy Wealth
Financial Services
New York, New York 2,162 followers
Join the nation’s leading advisors & firms – backed by modern technology – to change the future of wealth management.
About us
Savvy Wealth, Inc. is a technology-driven wealth management firm with an emphasis on building software to drive automation and efficiency for wealth managers, so they can focus on what truly matters — quality time with clients. We are able to grow rapidly by acquiring traditional wealth management firms and supercharging them with Savvy Wealth Inc.'s software to make them dramatically more efficient and support more clients, without adding additional headcount. Savvy Wealth Inc. is a technology company and parent company of Savvy Advisors Inc., a Registered Investment Advisory Firm (Savvy Advisors DBA Savvy).
- Website
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https://savvywealth.com
External link for Savvy Wealth
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- New York, New York
- Type
- Privately Held
- Founded
- 2021
- Specialties
- Wealth Management, Financial Services, and FinTech
Locations
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Primary
New York, New York, US
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Remote, US
Employees at Savvy Wealth
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Maya Joelson
Global Investment Strategist and Founding Wealth Advisor
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Eric Kirste, CFP®, CIMA®, AIF®
Fee-Only Fiduciary • Principal, Wealth Manager • Financial Educator • Volunteer • Speaker • Active Board Member
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David Gottlieb
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Louis Green, CPWA®, CFA®, CFP®
Personal CFO for Executives, Pre-retirees & Retirees | Portfolio Manager | Financial Planner
Updates
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Feeling overwhelmed by managing your own investments? Many high net worth individuals find that professional investment management services free up their time and expertise, allowing them to focus on running their businesses, pursuing passions, and spending time with loved ones. But with so many investment firms out there, how do you choose the right one? The key is to find a partner who prioritizes customization, sophisticated tools, and a focus on your goals over generic benchmarks. More on the blog 👇🏼
Choosing the Best Investment Management Service for High Net Worth Individuals | Savvy
savvywealth.com
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Wealth managers at Savvy Wealth have access to our AI-powered platform to help enhance their ability to deliver effective advice to clients. With an advisor-focused platform that streamlines CRM, operations, client service, back-office, and marketing automation, Savvy wealth manager Nathan Wallace highlights the value AI offers our advisor team in Financial Planning. Read the full article by Rachel Witkowski here👇 https://lnkd.in/gJgZ4MF2
Do investors trust AI with financial statements? FINRA Foundation study offers some surprises
financial-planning.com
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Savvy's May Market Recap is live 🥳 Topics we cover in our May edition: 💰 Sold in May and took a break? 💻 Nvidia's Impact on S&P 500 📈 Q1 Earnings in the Books Get the full scoop 👇🏼 https://lnkd.in/g2VefNkJ
May Global Markets Recap 2024
savvywealth.com
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Many advisors are opting for ETFs over individual stocks in today's market landscape. Savvy wealth manager Joshua Branham recently shared his strategy for creating personalized and diversified portfolios that appropriately mitigate risk and capitalize on market opportunities efficiently. Read Gregg Greenberg’s article in InvestmentNews for insight from Josh🔎👇 https://lnkd.in/g6x9Ujvj
Financial planners not playing games with GameStop
https://www.investmentnews.com
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At Savvy Wealth, we believe deeply in the value of human financial advice and empowering the advisors to grow on their terms. As the industry begins to turn over to the next-generation of advisors, our aim is to provide them with modern technology and planning solutions that they can use to serve the needs of their niche client base. In a recent article for InvestmentNews, our CEO Ritik Malhotra told Gregg Greenberg that the believes the “next gen” advisors who will succeed will be those with “Institutional knowledge about regulatory environments, client relationship management, and digital toolsets for financial planning and analysis.” Read below👇https://lnkd.in/d9u7Gjej
Tracking down the NextGen stars - InvestmentNews
https://www.investmentnews.com
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Considering investing in real estate? The bipartisan efforts in 2017 created Opportunity Zones, aiming to revitalize marginalized communities. As tax benefits dwindle, does it still remain a promising investment? https://lnkd.in/gWYSbuFC #OpportunityZones #Investment #TaxBenefits #RealEstate #Finance
Real Estate Investing: Opportunity Zones
savvywealth.com
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On a recent episode of the The Fintech Impact Podcast, our co-founder and CEO Ritik Malhotra discusssed key challenges for advisors, technologies' role in transforming the wealth management industry, and the specific functionalities of Savvy’s all-in-one platform. Throughout the conversation, Ritik details our vision of a future where services are seamlessly integrated, personalized, and focused on delivering extraordinary client experiences. In the words of the podcast’s host, Jason Pereia, "Efficiency isn't just a buzzword; it's the heart of what Savvy Wealth brings to financial advisors." Tune in here🎧👇https://lnkd.in/gWKbqCy9
Fintech Impact: Savvy Wealth with Ritik Malhotra | E324 on Apple Podcasts
podcasts.apple.com
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Real estate investors have seen significant impacts from the 2017 Tax Cuts and Jobs Act. Bonus depreciation on assets like furniture and machinery caught the attention of pros. But, with the phase-out starting in 2023, it's time to rethink tax strategies. While TCJA benefits are set to expire, real estate pros are finding new ways to maintain tax advantages. Let's navigate these changes together. https://lnkd.in/gPVZZU42
navigating-tax-changes-real-estate
savvywealth.com
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The housing market is competitive. In addition to dealing with inflated prices and tight inventory, prospective buyers are concerned about market repercussions associated with private equity firms acquiring real estate. In Jeff Benjamin's latest “Advisor Views” article, our Wealth Manager David Gottlieb explains the impact private equity investors have on the cost of home ownership, ways to benefit alongside large corporate investors, and profitable opportunities in commercial real estate. Read the full article on etf.com 👉https://lnkd.in/gmen5Quu
Helping Clients Invest in Real Estate
etf.com