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Savvy Advisors adds three wealth managers in California, Arkansas

Savvy Advisors adds three wealth managers in California, Arkansas
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Savvy Goes Multicustodial, Grows to 15 Advisors

The AI-enabled Savvy Wealth platform added Fidelity alongside Schwab in little more than a month.

New yorkUnited statesBeverly hillsSan diegoDustin parsonsArynton hardyAaron wiegmanRitik malhotraGinarose galliCharles schwabPacific groupMerrill lynchArvest bankSavvy advisorsNew york city basedSavvy wealth

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.

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Investment Product and Service Launches

Nuveen collaborates with Morningstar to offer TIAA annuity; Savvy Wealth announces proprietary investment management program; Max Life launches Smart Wealth Annuity Guaranteed Pension Plan; and more.

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Savvy Wealth Enhances Advisor Platform with New Proprietary Investment Management Program

Savvy Wealth Enhances Advisor Platform with New Proprietary Investment Management Program
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Nathan wallaceRitik malhotraInvestment management programAdvisors incInvestment committeeWealth enhances advisor platformNew proprietary investment managementSavvy advisorsSavvy wealth investment managementSavvy wealthSavvy direct indexingWealth investment managementSavvy advisors investment management