Savvy Advisors – a federally registered investment advisor (RIA) associated with Savvy Wealth – announced the addition of three new wealth managers. This expansion brought the firm’s total to 15 wealth managers, who are all focused on serving its high-net-worth client base.
Utilizing Savvy Wealth’s platform, Savvy’s wealth managers have access to comprehensive AI-based technology solutions and it is supplemented by back-office, operations, marketing and compliance support, designed for delivering personalized client experiences.
The new advisor recruits include
- Aaron Wiegman, CFP – Based out of Del Mar, California, Wiegman has 20+ years of experience in the financial services industry. And he has worked in a financial planning-oriented role for a variety of organizations, including Financial Sense Wealth Management and Saybrus Partners. Along with his position at Savvy, Wiegman is currently serving on the board for the San Diego Chapter of the Financial Planning Association. He obtained his CFP designation in 2011, complementing his advisory expertise with insurance expertise. Plus, he is pursuing his Chartered Advisor in Philanthropy designation to efficiently serve clients’ charitable giving needs with a focus on financial planning and investment management.
- Arynton Hardy, AIF – Based out of Los Angeles, Hardy specializes in financial planning for clients with unique income streams such as professional boxers, creators and founders who have successfully exited their ventures. And with an Accredited Investment Fiduciary designation and 10 years of experience, Hardy is well-versed in the areas of financial planning, investment management, business guidance, tax optimization and alternative investments. Early in his career, Hardy worked as an analyst at The Pacific Group and a financial advisor at Merrill Lynch. In 2019, he launched an independent advisory firm called Hardy Capital Investments, a brand he will maintain within Savvy’s advisor network.
- Dustin Parsons, AAMS – Based out of Central Arkansas, Parsons comes to Savvy after 13 years with Arvest Bank and offers vast experience in banking, lending, investing and insurance. And he started his financial career as a personal banker and transitioned to the role of client advisor for Arvest Wealth Management in 2017. Over the last seven years, Parsons has worked directly with clients to build, manage and protect plans for retirement, investments and estates.
Earlier this year, Savvy Wealth launched an in-house investment management program, which is the newest addition to its fully integrated platform aimed at transformign the way wealth managers manage, operate and scale their businesses. With the recent introduction of multicustodial capabilities through its partnership with Fidelity, the firm demonstrated a commitment to providing wealth managers with greater flexibility – enabling them to meet clients’ unique preferences and needs.
Since its founding in 2021, Savvy has been actively recruiting wealth managers and the firm scaled to several hundreds of millions of dollars in assets under management nationally.
KEY QUOTES:
“At Savvy, we are striving to set a new standard for wealth management by creating a future where services are seamlessly integrated, personalized and focused on delivering extraordinary client experiences. We are thrilled to partner with these experienced and passionate advisors, who can effectively use our technology to unify every aspect of their clients’ financial lives.”
- GinaRose Galli, growth leader at Savvy Wealth
“Onboarding top financial advisors is just as important as product innovation. To achieve our ambitious growth goals, it is imperative that we partner with accomplished wealth managers who can not only successfully implement our proprietary technology to enhance their practice, but also offer valuable feedback to help us further improve the solutions that we offer advisors and their clients.”
- Ritik Malhotra, co-founder and CEO of Savvy Wealth
