Combining technology with seasoned wealth managers, Savvy can deliver a modern, elevated client experience

Savvy Advisors Inc. (herein “Savvy” or “Savvy Advisors” or “the firm”), a registered investment advisor affiliated with Savvy Wealth Inc. (“Savvy Wealth”), today announced that four new wealth managers have joined the firm. These advisors now have access to Savvy Wealth’s purpose-built, fully integrated technology platform. Powered by proprietary technology, Savvy’s wealth managers are empowered to increase efficiency, scale revenue faster and spend more time focused on serving their clients.

Savvy has built a network of experienced financial professionals who offer a wide range of financial planning services including retirement planning, estate planning, tax strategy, alternative investments, direct indexing, net worth tracking, the ability to manage and track held away accounts, and more. All services are personalized and aided by Savvy Wealth’s modern, all-in-one technology that’s designed to provide an efficient client experience.

“By seamlessly integrating with top-tier industry tools and employing data-driven financial planning and marketing automation, Savvy serves as a welcome home for advisors looking to optimize and scale their practice,” said GinaRose Galli, growth leader at Savvy Wealth. “As we continue to expand our business, partnering with the right advisors remains a top priority. We are pleased to welcome these four new wealth managers and are grateful for the fresh perspectives they add to our team.”

Savvy’s latest wealth manager recruits are:

  • Chase Austin: Based in the Greater Charlotte area, Austin brings a decade of wealth management experience to the firm. Previously, he has served as a financial advisor at both Robbins Financial and Merrill Lynch, developing a strong focus in tax planning over the course of his career. Prior to pursuing a career in financial services, Austin was a minor league baseball player in the Miami Marlins organization. Drawing from his firsthand experience as a professional athlete, he has honed his expertise in financial planning tailored specifically for the complex financial lives of athletes.
  • Josh Branham, APMA: A financial advisor with seven years of industry experience, Branham provides family office-style services to his client base of high-net-worth individuals and families, small business owners and Fortune 500 executives. Based in Lexington, Kentucky, he has worked as an advisor at various firms including Merrill Lynch Wealth Management, Kuttin Wealth Management, and Paragon Private Wealth Management. Branham excels at developing estate strategies in conjunction with legal experts to help provide seamless asset transfer, establish legacies, and safeguard wealth.
  • Louis Green, CPWA®, CFA®, CFP®: Operating out of New York City, Green takes a goals-based approach to providing financial advice to the retirees, business owners and executives that he serves. Prior to Savvy, Green spent over 25 years advising clients at leading firms including UBS, PNC, and Deutsche Asset & Wealth Management. He is now implementing Savvy Wealth’s technology solutions to power Prestiq Wealth Partners, his dba brand within Savvy. Green has deep experience with sophisticated investment strategies and asset classes including hedge funds, private equity, and private credit. He also offers his clients guidance on charitable trust planning, estate tax planning, and pre-sale business planning.
  • Scott Eichler: Based in Orange County, California, Eichler comes to Savvy with nearly 18 years of industry experience. He was the founder of Standing Oak Advisors, where he was focused on helping business owners minimize costs and taxes. Eichler has also worked as an advisor at Farther and Newport Wealth Advisors. He primarily manages wealth for contingency fee-based attorneys, professionals in that space, and their clients that receive net settlements in excess of $100,000. To cater to this niche, Eichler has developed expertise in financial planning, income-based investing, tax mitigation solutions, structured settlements, and retirement planning.

“We believe the future of wealth management will favor those adept at merging industry-leading technology with human insight to meet the ever-changing needs of investors. Savvy has been able to grow at a rapid pace because we have recognized this to be true and have recruited the right advisors to join our mission,” added Ritik Malhotra, co-founder and CEO of Savvy Wealth. “We trust that Chase, Josh, Louis and Scott find that our technology offering enables them to provide their clients with a more seamless and efficient experience, allowing us to reach more investors nationwide.”

Over the last three years, Savvy has been actively recruiting wealth managers to its ranks, and has scaled to over $400 million in assets under management (AUM) nationally. In addition to these new hires, David Gottlieb, Aaron Wiegman, Arynton Hardy, and Dustin Parsons have joined the firm in recent months. Those who are interested in joining Savvy can view the firm’s open roles.

About Savvy

Savvy Wealth is a digital-first, multi-custodial technology platform for financial advisors centered around modernizing human-generated financial advice. Wealth managers who partner with Savvy Advisors leverage its intentionally built, integrated technology platform to help supercharge organic growth with enhanced software, and sales and marketing automation. Savvy Wealth’s proprietary technology empowers wealth managers to scale revenue faster and spend more time focused on growth. Follow Savvy on LinkedIn to stay up to date on the latest company news and updates.

Artificial intelligence (“AI”) used on Savvy Wealth’s advisor platform is not intended to replace human advice. The AI technology efficiently automates and streamlines processes like new account onboarding, ongoing financial planning and personalized communications across multiple marketing channels. The AI is not intended to interact with retail clients of Savvy Advisors, nor does the AI provide client-facing investment advice or investment decisions.

Savvy does not provide compensation for advisor endorsements; however, endorsements represent a conflict of interest as advisors may indirectly benefit from the endorsement they have provided. Savvy Wealth, Inc. is a tech company and the parent company of Savvy Advisors, Inc. All advisory services are offered through Savvy Advisors, Inc., an investment advisor registered with the Securities and Exchange Commission (“SEC”).

Media Contact: StreetCred PR savvy@streetcredpr.com

Will Ruben 847-208-8289 william@streetcredpr.com

Meaghan McNichol 412-720-3777 meaghan@streetcredpr.com