0
Client Reviews
0.5% to 1%
Percentage of Assets (AUM)
Are You Our Ideal Client?
We work best with people & businesses that fall into these categories.
Clients who would be a good fit
I love working with people who have a non typical income or unique income streams. This could be a professional boxer who gets paid only 1x/year, a tech employee parsing through their stock options, or an entrepreneur going through "sudden wealth" because of their first exit. The more complex the better and we love making the complex simple.
Clients who wouldNOTbe a good fit
Big spenders, those not interested in thinking long term. Those looking for a hedge fund manager, we are not that but can certainly help pair you with one if that is your purview.
Minimum Financial Requirements
Annual Income
No minimum required
Investable Assets
No minimum required
Client Specialties
Services Offered
Service Pricing
Percentage of Assets (AUM)
0.5% to 1%
One-Time Financial Planning Fee
$0 to $7,500
Subscription
$0 to $5,000
Meeting Options
In person meetings
Video meetings
Phone
Email
About Savvy Wealth
Savvy Wealth is a tech enabled RIA firm founded by 2x YC founder Ritik Malhotra. We pair dozens of engineers with advisors to make the client experience more enjoyable and our advisors more efficient.
I love working with people who have a non typical income or unique income streams. This could be a professional boxer who gets paid only 1x/year, a tech employee parsing through their stock options, or an entrepreneur going through "sudden wealth" because of their first exit. The more complex the better and we love making the complex simple.
I love working with people who have a non typical income or unique income streams. This could be a professional boxer who gets paid only 1x/year, a tech employee parsing through their stock options, or an entrepreneur going through "sudden wealth" because of their first exit. The more complex the better and we love making the complex simple.
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
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We help successful professionals invest $1–$10 million with expert advice, lower taxes, and financial peace of mind.
3 Client Reviews
"Anthony has been an absolutely incredible partner to work with. He has helped me feel comfortable in my financial health and given me plenty of insightful and actionable advice in both financial planning and investments. In addition to being an amazing financial professional, he is also a very genuine guy. You can definitely tell that he cares about you as a person and individual and wants to see you achieve your best. He’s also LGBTQ+ friendly, which is a big consideration for me. 5 stars all around for Anthony and Dynamic FP."
Reduce tax, optimize investments, grow preserve and protect your wealth - for generations.
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Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
