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Kurt F
Series 63, Series 66
Williamsville, NY
Savvy
Kurt Fetter is a financial advisor with Savvy, holding Series 63 and Series 66 registrations and bringing 18 years of industry experience. Prior to joining Savvy, he held roles at Bank of America and Merrill, and he is the founder of Zenith Capital, which connects buyers and sellers of businesses, raises capital, and manages client wealth. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm employs a primarily index-based, long-term investment approach complemented by active equity portfolios and tax-aware direct indexing, using third-party sub-advisers and technology platforms to customize plans according to client objectives and risk tolerance.
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