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Articles from Savvy Wealth, Inc.

Savvy Expands to Over 50 Financial Advisors With Addition of Five New Professionals
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.
By Savvy Wealth, Inc. · Via Business Wire · April 3, 2025
Savvy Advisors Continues Expansion With Additions of Wealth Managers Craig Austad and Eric Passin
Savvy Advisors Inc. (herein “Savvy” or “Savvy Advisors” or “the firm”), a registered investment advisor (RIA) affiliated with Savvy Wealth, Inc. (“Savvy Wealth”), today announced the hiring of two experienced wealth managers, Craig Austad, CLU®, CFP®, and Eric S. Passin.
By Savvy Wealth, Inc. · Via Business Wire · October 24, 2024