Savvy Advisors, a registered investment advisor (RIA) affiliated with Savvy Wealth, announced the addition of five experienced financial advisors, expanding its team to over 50 financial planners and wealth managers. And advisors who join Savvy gain access to Savvy Wealth’s AI-based technology designed to improve advisor efficiency and output.
Savvy recently surpassed $1.5 billion in assets under management (AUM) and continues to attract advisors serving high-net-worth (HNW) and ultra-high-net-worth clients. Savvy Wealth’s all-in-one, integrated technology offering includes Co-Pilot (an AI-based CRM), a digital client onboarding experience, a fully embedded marketing and lead generation agency, and Savvy Wealth Investment Management, a proprietary investment management solution that helps automate tax loss harvesting, rebalancing, and asset allocation across public and private markets.
These are the newest advisors joining the firm:
1.) Jack Fitzpatrick (Scottsdale, Arizona) – Fitzpatrick is a 23-year veteran of Morgan Stanley’s foreign exchange and commodities trading team. And Fitzpatrick transitioned careers to become an investment advisor in 2020. Focusing on working for business owners and executives, he specializes in financial planning strategies and tax reduction solutions for business exits.
2.) Tyson Lokke, CFP (Reno, Nevada) – Lokke joins Savvy after departing Farther earlier this year. Throughout his 12 years in the profession, he has also worked as an advisor at United Capital and Goldman Sachs Personal Financial Management. In his practice, Lokke specializes in helping business owners and PGA professionals, with a focus on converting complex financial data into clear, interactive visual experiences.
3.) Aaron Peloquin, CPA, CFP (Plymouth, Minnesota) – A consultant turned financial advisor, Peloquin utilizes his unique experience in risk management to serve his client base of retirees, small business owners, and HNW individuals, helping them implement tax planning strategies to navigate the complexities of heirs inheriting assets.
4.) Jared Tanimoto, CFP (Irvine, California) – A founding member of the Investopedia Advisor Council, Tanimoto established a strong reputation in the financial advice industry. In his practice, Sedai Wealth Partners, Tanimoto specializes in equity compensation strategies for tech employees, tax planning for small business owners and cryptocurrency integration in portfolios.
5.) Dustin Thomas, CPA, CFP (Indianapolis, Indiana) – Thomas joins Savvy after spending over six years at Valeo Financial Advisors, where he established a practice working with HNW individuals. With over 24 years of experience in the financial services industry, Thomas leverages his tax planning experience to inform clients’ financial plans better.
KEY QUOTE:
“As more advisors join Savvy, it further demonstrates that our belief in tech-forward, digital-first human financial advice is the way of the future. We’re honored that Jack, Tyson, Aaron, Jared and Dustin chose Savvy as their next home. As we continue to build and scale the Savvy Wealth platform, it’s important that our advisors shape the direction of our offering to ensure we are continuing to meet the changing needs of the investors of today and tomorrow.”
- David Weiner, chief growth officer at Savvy Wealth
