Savvy Wealth Adds Four Financial Advisors as Wealth Managers

Savvy Wealth Bolsters Team with Four New Financial Advisors

Savvy Wealth, a registered investment advisory firm, has recently welcomed four new financial advisors to its team, expanding its expertise and services for clients across the country.

Chase Austin, based in North Carolina, joined Savvy Advisors on April 11, bringing with him a wealth of experience from his previous roles at Robbins Financial and Merrill Lynch. With a focus on the greater Charlotte area, Austin is poised to provide top-notch financial advice to his clients.

Josh Branham, hailing from Lexington, Kentucky, joined Savvy on March 22, offering specialized services for high-net-worth individuals and families. With a background at Paragon Private Wealth Management and Kuttin Wealth Management, Branham is well-equipped to cater to the unique needs of his clients.

Louis Green, the founder of Prestiq Wealth Partners in New York City, joined Savvy on April 18, bringing his expertise in charitable trust planning, estate tax planning, and pre-sale business planning to the firm. With a background at UBS, PNC Investments, and Deutsche Bank, Green is a seasoned professional in the wealth management industry.

Scott Eichler, based in Orange, California, joined Savvy on March 25, offering a range of financial and retirement planning services. With experience at Farther and Standing Oak Advisors, Eichler is well-versed in providing tailored solutions for his clients.

With over $401 million under management, Savvy Wealth continues to grow its team of talented financial advisors, ensuring that clients receive top-notch service and expertise in managing their wealth.