Savvy Advisors - Littleton - Cindy Alvarez & Janelle Van Meel

Financial planner in Littleton, CO (show on map)

Technology-driven wealth management firm helping clients find the right advisor to achieve their financial goals with $5B AUM and 100+ advisors.

Call (720) 679-4368

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About

Savvy is a technology-driven wealth management firm that helps clients find the right advisor to achieve their financial goals. They offer financial planning, investment management, tax optimization, retirement planning, and succession planning services.

With $5B in assets under management and over 100 experienced advisors, they combine technology with real-world financial expertise to offer clients more freedom and peace of mind.

$5B in assets under management

100+ experienced advisors

Technology-driven with modern approach

Fiduciary commitment to act in clients' best interest

Personalized investment strategies

Services

Financial Planning

Comprehensive financial planning to help clients achieve their financial goals.

Goal-Based Planning Retirement Planning Estate Planning

Investment Management

Personalized investment management tailored to client goals and risk tolerance.

Direct Indexing Portfolio Management Risk Tolerance Based

Tax Optimization

Strategies to minimize tax liability and optimize financial outcomes.

Tax Efficiency Strategic Tax Planning

Retirement Planning

Planning services to help clients prepare for and achieve retirement goals.

Retirement Strategy 401(K) Planning

Succession Planning

Planning services for business succession and wealth transfer.

Business Succession Wealth Transfer

Small Business Tax

Tax services tailored for small business owners.

Business Tax Planning Small Business Advisory

Frequently Asked Questions

What is Savvy's investment approach? +

Savvy offers personalized investment management as a fiduciary, committed to acting in clients' best interest. They craft personalized investment strategies tailored to clients' goals and risk tolerance, managing portfolios proactively.

How much assets does Savvy manage? +

Savvy has $5B in assets under management and over 100 experienced advisors.

Does Savvy offer virtual services? +

Yes, Savvy is described as a technology-driven firm offering modern financial advice with a dashboard for tracking investments and net worth anytime, anywhere.