Savvy grows to 100 wealth managers as firm further establishes itself as destination of choice for growth-minded independent advisors

NEW YORK: Savvy Advisors Inc., a federally registered investment advisor (RIA) affiliated with Savvy Wealth, Inc. (“Savvy”), today announces the onboarding of three former Commonwealth Financial Network teams as part of a broader group of 28 advisors who have joined the firm since June. With these new additions, Savvy scales to 100 independent advisors as the firm approaches $4 billion in assets under management (“AUM”). The teams from Commonwealth include:

• Innovative Financial Solutions Inc.: Rebranding as Mosaic Wealth Advisors (“Mosaic”) at Savvy, the team is led by Edward Wildermuth, CFP®, ChFC®, CPA; Clint Seefeldt, CFP®; and Steven Meier, AAMS, CRPC. Based in Carmel, Indiana, and managing $250 million in client assets, Mosaic provides tax-focused planning, retirement strategies and comprehensive financial planning for professionals and families, with Seefeldt bringing specialized expertise in serving physicians and medical professionals.

• Horizon Advisory Group (“Horizon”): Headed by Berkely Arrants, CFP®, CIMA®, CRPC®; Angelique Ayala, CFP®; and Stephanie Gumm, CEPA, Horizon manages more than $108 million in client assets. Headquartered in Houston, this team focuses on holistic personal and business financial planning, estate and retirement planning, as well as a host of specialized services for clients navigating divorce.

• Atticus Wealth Management (“Atticus”): Steve Grogan, CFP®, the founder of Atticus, manages $37 million in client assets. Based in Macomb, Michigan, Grogan brings complementary wealth management services, including investment management and strategic tax planning, to Savvy Advisor’s suite of offerings.

"I became a financial advisor for many reasons, but in large part because I wanted to chart my own career path. Savvy’s reputation for fostering independence, maintaining an advisor-first culture and providing industry-leading support made them the perfect match for our team," said Wildermuth. "We look forward to leveraging Savvy’s expertise, technology, marketing resources and multi-custodial platform flexibility to grow our business and enhance the client experience for those we serve.”

As a multi-custodial RIA operating on both the Fidelity and Schwab platforms, Savvy offers advisors flexibility and continuity in serving their clients. For Commonwealth advisors-whose practices have long run on Fidelity-this alignment helps make the transition to Savvy seamless and minimizes disruption for both advisors and their clients.

In addition to the Commonwealth teams, Savvy has expanded its national footprint and advisory capabilities with the following independent advisors: Kevin Beutel, MBA; Kenneth Bobadilla; Trent Grzegorczyk; Jenny Gugliemotto; Adam Johnson; Lindsey Leaverton; Lee Levy; Sandee Mapp; Brian Jellig, CFP®; Sean O'Connor, CFP®; Chris Ornee; Elijah Pell, AAMS®, CEPA®; Nick Swanson; and James Ulrick, and additional advisory teams, including:

• Sorelle Wealth Partners: Sara Gelsheimer, CFP®; Susan Wofford Jones, J.D., CFP®, CDFA®; and Jaqueline Kelly, AFCPE®

• True Harvest Private Wealth: Matt Powell, CFP®; Derek Williams; and Chris Stennett, CFP®

“At Savvy, we’re preserving the legacy of independence that today’s advisors expect, and pairing it with our own world‑class in‑house technology, operations and marketing support,” said Ritik Malhotra, founder and CEO of Savvy Wealth. “As we continue to expand our team, our emphasis on advisor empowerment remains central to our purpose of redefining what it means to be an independent advisor. By giving professionals the tools, support and community they need to thrive, Savvy is advancing a more intentional approach to wealth management.”

In September, Savvy announced the appointment of Anshul Sharma as chief investment officer (“CIO”). In this role, Sharma is building Savvy’s first institutional-grade CIO office-including bringing portfolio strategy in-house, streamlining model portfolios and expanding access to alternatives and thematic strategies. Savvy continues to enhance the sophistication of its offerings for high-net-worth investors, including personalized investment management, 401(k) account management, financial planning, tax preparation, high-yield cash management, and access to alternative investments and insurance solutions. Together, these initiatives strengthen the resources available to both new and existing advisors, enabling them to deliver greater client value and differentiate their practices.

Savvy continues to welcome forward-looking advisors ready to take the next step in their practice. For more information, 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.

Fonte: Business Wire