Savvy Advisors, a federally registered investment advisor (RIA), has added Perspective 6 Wealth Advisors, a Minneapolis-based team, bringing its total number of advisors to 68. Perspective 6 manages approximately $270 million in assets and specializes in working with professionals in the medical technology and medical device industries.
The firm’s leaders, Matt Nelson, Matthew J. Finley, and Jacob LaRue, have extensive experience in equity compensation, benefits strategy, and retirement planning.
Along with the Perspective 6 team, Savvy has welcomed 12 new advisors from across the United States.
This expansion follows a period of rapid growth for the company, including the recent closing of its $72 million Series B funding round and the appointment of former LPL Financial CEO Mark Casady to its board of directors.
KEY QUOTES:
“At Perspective 6, we’re dedicated to helping our clients achieve their goals, creating a supportive environment for our team and working toward something bigger than ourselves. We saw joining Savvy as an opportunity to be part of a firm that’s changing the client experience and redefining what a modern RIA can offer. Savvy offers the rare combination of modern infrastructure, strong marketing support and a long-term vision for where financial advice is headed. We believe that joining Savvy will position us to grow faster, serve more clients and ultimately have greater impact.”
Matt Nelson, managing partner and wealth manager at Perspective 6
“Advisors today want to grow faster without sacrificing independence — but many platforms make them choose between control and support. At Savvy, we’re building something different: a future-ready platform where advisors don’t have to compromise. From our AI-powered infrastructure to our integrated marketing and operations support, everything is designed to help advisors grow efficiently and sustainably. Our newest additions represent exactly the kind of forward-thinking mindset we see across our Savvy community: ambitious, client-focused and ready to lead the future of wealth management.”
Ritik Malhotra, founder and CEO of Savvy Wealth
