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Savvy Expands to Over 50 Financial Advisors With Addition of Five New Professionals

via Business Wire

Savvy surpasses $1.5 billion in AUM as its tech-forward approach to wealth management continues to resonate with top advisors

Savvy Advisors Inc. (“Savvy” or “Savvy Advisors”), a federally registered investment advisor (RIA) affiliated with Savvy Wealth, Inc. (“Savvy Wealth”), today announced the addition of five experienced financial advisors, expanding its team to more than 50 financial planners and wealth managers across the country. Advisors who join Savvy gain access to Savvy Wealth’s proprietary, artificial intelligence (AI)-powered technology designed to increase advisor efficiency and output, while enabling a modern client experience.

Savvy recently surpassed over $1.5 billion in assets under management (AUM) and continues to attract advisors serving high-net-worth (HNW) and ultra-high-net-worth clients. Savvy Wealth’s all-in-one, integrated technology offering includes Co-Pilot, an AI-powered CRM; a digital client onboarding experience for clients; a fully embedded marketing and lead generation agency; and Savvy Wealth Investment Management, a proprietary investment management solution that helps automate tax loss harvesting, rebalancing and asset allocation across public and private markets.

For more information about the newest advisors to join the firm, please see below:

  • Jack Fitzpatrick (Scottsdale, Arizona): A 23-year veteran of Morgan Stanley’s foreign exchange and commodities trading team, Fitzpatrick transitioned careers to become an investment advisor in 2020. Focusing on serving business owners and executives, he specializes in financial planning strategies and tax reduction solutions for business exits.
  • Tyson Lokke, CFP® (Reno, Nevada): Lokke joins Savvy after departing Farther earlier this year. Throughout his 12 years in the profession, he has also served as an advisor at United Capital and Goldman Sachs Personal Financial Management. In his practice, Lokke specializes in serving business owners and PGA professionals, with a focus on converting complex financial data into clear, interactive visual experiences.
  • Aaron Peloquin, CPA, CFP® (Plymouth, Minnesota): A consultant turned financial advisor, Peloquin uses his unique experience in risk management to serve his client base of retirees, small business owners, and HNW individuals, helping them implement tax planning strategies to navigate the complexities of heirs inheriting assets.
  • Jared Tanimoto, CFP® (Irvine, California): A founding member of the Investopedia Advisor Council and a former InvestmentNews 40 Under 40 Honoree, Tanimoto has established a strong reputation in the financial advice industry. In his practice, Sedai Wealth Partners, LLC, Tanimoto specializes in equity compensation strategies for tech employees, tax planning for small business owners and cryptocurrency integration in portfolios.
  • Dustin Thomas, CPA, CFP® (Indianapolis, Indiana): Thomas joins Savvy after spending over six years at Valeo Financial Advisors, where he established a practice serving HNW individuals. With over 24 years of experience in the financial services industry, Thomas leverages his tax planning experience to better inform clients’ financial plans.

“As more advisors join Savvy, it further demonstrates that our belief in tech-forward, digital-first human financial advice is the way of the future,” said David Weiner, chief growth officer at Savvy Wealth. “We’re honored that Jack, Tyson, Aaron, Jared and Dustin chose Savvy as their next home. As we continue to build and scale the Savvy Wealth platform, it’s important that our advisors shape the direction of our offering to ensure we are continuing to meet the changing needs of the investors of today and tomorrow.”

As Savvy continues to onboard advisors and Savvy Wealth enhances its technology under the leadership of new chief technology officer Eric Hurkman, the firm is looking to meet more interested advisors. For more information, please visit savvywealth.com.

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.

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”). AI used on Savvy Wealth’s advisor platform is not intended to replace human advice, nor does the AI provide client-facing investment advice or make investment decisions.

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