Irrevocable trusts offer tax benefits and asset protection, but come with a loss of control. Savvy explores the key considerations for this estate planning tool. https://lnkd.in/g_txu6GH
Savvy Wealth
Financial Services
New York, New York 2,263 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
Updates
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Tax efficient investing can be a game-changer for many in today's financial landscape. Wealth Manager Frank Remund speaks with Tobias Salinger about a study on how combining variable prepaid forwards with long-short funds can help reduce tax liabilities, diversify portfolios, and speed up investing goals. Read the full article in Financial Planning👇 https://lnkd.in/gR2EktQw
A complex but tax-friendly approach to diversification
financial-planning.com
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Thinking about your financial future? Take A Long-Term View: Try aligning your investments with your 5+ year goals to stay the course, during even the toughest times. Consider Financial Planning: Many firms offer financial planning at hourly rates. Get a comprehensive financial plan to ensure your investments match your goals and values. Think Globally: Diversifying goes beyond domestic securities. It can be wise to explore opportunities that exist in foreign and emerging markets. Focus On Quality: Whether investing in companies or ETFs, prioritize quality and valuation for a balanced portfolio. https://lnkd.in/gp9NhxsF
5 Tips For The Current Environment
savvywealth.com
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Savvy's Q2 2024 Market Recap is live 🥳 Topics we cover in our May edition: - U.S. equities in the first half are soaring like fireworks - Nvidia the new king of the mountain - Crypto missing a spark Get the full scoop 👇🏼 https://lnkd.in/gsxFKf3E
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While the summer months can be slow, our head of marketing Rajat Deva recently shared why this season is ideal for concentrating on lead generation and engaging prospects. For more insight from Rajat and other industry professionals, read the full article in Wealth Solutions Report👇 https://lnkd.in/g5djj7zk
Keep Momentum For Lead Generation And Prospecting During Summer
https://wealthsolutionsreport.com
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Savvy is committed to hiring fiduciaries who act in the best interest of their clients. To help better understand the role of a fiduciary financial planner, Wealth Manager John Khoury, MSF spoke with Coryanne Hicks to highlight what sets them apart in the industry. Read the full article in USA TODAY👇 https://lnkd.in/gjrm8kyF
What is a fiduciary financial advisor? What do they do?
usatoday.com
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As we grow our proprietary platform, we are also committed to developing a strong network of wealth managers to utilize our technology. Savvy is excited to welcome Adam J Dean, Nate Kunkel, CFP®, Brian Mills, and Albert Pinedo, CPWA® to the team, each with extensive industry experience and a proven track record of delivering exceptional client service. Our advisor network has now expanded to 24 advisors, all ready to offer personalized assistance in crafting bespoke financial plans that uniquely align with the personal needs and goals of each client. We look forward to fostering collaboration and innovation within our team, driving excellence in wealth management, and aiming to achieve outstanding results for our clients as we continue to grow and evolve 👀 Read more below 👇 https://lnkd.in/gnxH-YXa
Savvy Advisors Continues Recruiting Push with Addition of Four New Wealth Managers
businesswire.com
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There's no one-size-fits-all approach to investing. Advisors must spend time working with clients and learning how they might react to market volatility. In a recent Bankrate article, our wealth manager Daniel Perrino spoke to Mallika Mitra to answer the question, “How should I invest every month?” The answer is: it's personal to each investor’s risk tolerance. Read more below 👇 https://lnkd.in/gwYWfNia
How Should I Invest Every Month? | Bankrate
bankrate.com
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For many, retirement savings can be a source of worry. Market turmoil, personal tragedies, and natural disasters might be beyond your control, but a secure retirement starts with informed decisions and proactive planning. We break down the 5 unexpected threats to your retirement plan to watch our for on the blog 👇🏼 https://lnkd.in/gEiCEM9J
5 Unexpected Threats To Your Retirement Plan | Savvy
savvywealth.com
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Confused about capital gains taxes and how they impact your investments? From short-term to long-term gains, there's a lot to consider. We break it down for you on the blog 👇🏼 https://lnkd.in/g5n59Z-x
4 Things To Know About Capital Gains Tax | Savvy
savvywealth.com