Savvy Adds Four Advisors With Combined $170M
The digital-focused advisory recruits advisors from UBS, Farther and others, bringing its total assets to over $400 million.
Source: wealthmanagement.com
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Savvy Wealth adds advisor with focus on clients with real estate assets
The firm's latest recruit was previously with Prosperity.
Source: investmentnews.com
Savvy Attracts Real Estate Expertise from EisnerAmper
With a background managing complex real estate portfolios, David Gottlieb joins Savvy for back-office support and improved services.
Source: wealthmanagement.com
Savvy Goes Multicustodial, Grows to 15 Advisors
The AI-enabled Savvy Wealth platform added Fidelity alongside Schwab in little more than a month.
Source: wealthmanagement.com
Savvy Advisors Adds Three New Principal Wealth Managers as Advisory Team Grows to 15
Savvy Advisors Inc. ("Savvy" or "Savvy Advisors"), a federally registered investment advisor (RIA) affiliated with Savvy Wealth Inc., today announced the addition of three new wealth managers. This latest expansion brings the firm's total to 15...
Source: lelezard.com