A complete list of active advisors currently associated with Savlan Wealth Partners
Warmer can help you find a great advisor at Savlan Wealth Partners or one who fits your needs even better.
Savlan Wealth Partners LLC is an SEC‑registered investment adviser that offers discretionary and non‑discretionary portfolio management and financial planning to individuals, high net worth clients, trusts, estates, tax‑exempt organizations (including 501(c)(3) entities), qualified retirement plans, corporations and other entities. Services described in the brochure include goal‑based investment management, comprehensive financial planning (retirement, education, estate coordination, cash flow and tax‑aware planning), and recommendations of unaffiliated External Managers when appropriate. The firm’s investment process emphasizes strategic asset allocation, diversification and model portfolios built primarily from mutual funds and ETFs, blending passive and active strategies with periodic rebalancing and tax‑sensitive techniques such as tax‑loss harvesting and asset location. Savlan Wealth tailors portfolios to clients’ time horizon, income needs and sequence‑of‑returns risk, and it oversees or monitors third‑party External Managers when client assets are delegated to those managers. Several features in the brochure are atypical for a newly registered adviser with no assets under management: the firm discloses multiple fee arrangements (asset‑based fees as well as hourly and fixed planning fees, with fixed planning fees disclosed up to $25,000), and it explicitly assists in the selection and oversight of other advisers (External Managers). The brochure also notes that certain advisory personnel provide separate tax‑preparation and commissionable insurance services (creating potential conflicts of interest), and while the firm may invest clients in private funds, it does not describe operating or advising a private fund vehicle itself.
To learn more about the advisors currently working at Savlan Wealth Partners, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Savlan Wealth Partners's office locations.
Name |
Location |
Years of experience |
|---|---|---|
East Longmeadow, MA
| 17
| |
New City, NY
| 13
| |
New City, NY
| 6
| |
New City, NY
| 3
| |
East Longmeadow, MA
| 1
|
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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