Charlotte, NC Office

Savvy Advisors provides investment and financial planning services to individuals (including high‑net‑worth clients), trusts, ERISA plan sponsors, charitable organizations, and corporations, offering both discretionary and non‑discretionary portfolio management, comprehensive financial planning, and fiduciary and non‑fiduciary plan services. The firm’s offerings include direct indexing and concentrated stock management, covered‑call option strategies, use of third‑party managers, and advisory support for held‑away retirement and education accounts.

Savvy constructs customized investment plans that generally emphasize diversified, index‑based solutions supplemented by quantitative models, tax‑aware rebalancing for direct indexing, and access to specialized strategies such as SyntheticFi’s box‑spread options for financing. The firm also integrates proprietary and third‑party technology — including artificial intelligence and machine‑learning tools to organize client information, model planning scenarios, and generate draft communications and reports — with human review and supervisory controls.

Noteworthy features that distinguish Savvy from many multi‑team peers include the firm’s publication of periodicals or client newsletters and its operational integration of technology‑generated client communications, both of which are less common in this peer group. The brochure also discloses several ancillary elements — in‑house tax preparation support via third‑party platforms, an affiliated introducing broker‑dealer (Savvy Wealth Management) with clearing arrangements at NFS, and engagement with paid third‑party promoters — each identified and addressed as potential sources of conflicts of interest.