Reno, NV Office
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Savvy
Multi-team
Firm-wide stats for Savvy
About
Savvy provides investment and financial planning services to individuals (including high‑net‑worth clients), associated trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. Offerings include discretionary and non‑discretionary portfolio and wealth management, financial planning and consulting, fiduciary and non‑fiduciary retirement plan services, direct indexing, covered‑call strategies, and support for held‑away assets.
The firm builds customized investment plans based on each client’s objectives, risk tolerance, and time horizon and typically employs a primarily index‑based, long‑term approach while also offering active equity portfolios and tax‑aware direct indexing. Savvy uses third‑party sub‑advisers and technology platforms — for example, a sub‑adviser that implements a box‑spread options financing strategy and a third‑party platform to monitor and rebalance held‑away accounts — and integrates quantitative tools and proactive tax‑harvesting where applicable.
Distinctive features include ownership by a technology parent that also owns the software platform Savvy uses, the firm’s integration of third‑party fintech tools and specialized sub‑adviser strategies, and an in‑house tax preparation offering and estate‑planning support delivered through unaffiliated platforms. The firm also documents use of external research resources (including financial newsletters and periodicals) and discloses paid marketing and endorsement arrangements with third‑party promoters and endorsers.
Based on Savvy
Expertise
Based on Savvy
Location
Reno NV
Advisors at this office
2
Advisors at this office
Joshua B
Series 63, Series 66
Reno, NV
Savvy
Joshua Barone is a financial advisor at Savvy with 23 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Farther Finance Advisors, FourStar Wealth Advisors, and Fieldstone Financial Management Group. Barone is also the managing partner of Universal Value Advisors and serves as a board member for the LakeRidge Shores Home Owners Association. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm offers customized, primarily index-based investment strategies alongside active equity portfolios and utilizes third-party fintech tools, sub-advisers, and in-house tax and estate planning support.
Eugene H
CFP®, Series 65
Reno, NV
Savvy
Eugene Hoover is a CFP® and holds a Series 65 license with three years of industry experience. He currently works at Savvy and has previously been employed at Farther Finance Advisors, FourStar Wealth Advisors, and Universal Value Advisors, where he also serves as a financial analyst. Outside of advisory roles, he was involved with Pinocchio's Bar & Grill for six years. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, leveraging proprietary technology and third-party platforms.
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