Savvy Advisors Adds Influx of Industry Experts
Savvy Advisors Inc., a federally registered investment advisor (RIA) affiliated with Savvy Wealth, Inc., has added Perspective 6 Wealth Advisors, a Minneapolis-based team with approximately $270 million in assets under management (AUM).
In tandem, Savvy welcomed 12 additional advisors from across the United States, bringing its total advisor headcount to 68 since launching in 2022.
Perspective 6 serves clients nationwide, with concentrations in Minnesota, Wisconsin, California and Florida. Its team specializes in advising professionals in the medical technology and medical device industries, with services including equity compensation planning, complex benefits strategy, business owner succession planning and retirement planning. The firm is led by Matt Nelson, CFP, AIF, ECA; Matthew J. Finley CFP; and Jacob LaRue CFP.
“At Perspective 6, we’re dedicated to helping our clients achieve their goals, creating a supportive environment for our team and working toward something bigger than ourselves,” said Nelson, managing partner and wealth manager at Perspective 6. “We saw joining Savvy as an opportunity to be part of a firm that’s changing the client experience and redefining what a modern RIA can offer. Savvy offers the rare combination of modern infrastructure, strong marketing support and a long-term vision for where financial advice is headed. We believe that joining Savvy will position us to grow faster, serve more clients and ultimately have greater impact.”
In addition to Perspective 6, Savvy has welcomed 12 more advisors across the country:
- Alex Barnes, CFP – Fort Mill, SC
- Josh Bergman, JD, CFA – New York, NY
- Kristin Dunlevy, CPFA, AIF – Prospect, KY
- Scott Jensen – Minneapolis, MN
- Greg Kirwan, CFP – North Kingstown, RI
- Lee Levy – Alamo, CA
- Evan Melching, AWMA – Indianapolis, IN
- Luis Miletti, CRPC, CIMA – Louisville, KY
- Aaron Peloquin, CPA, CFP – Minneapolis, MN
- Dustin Roberts – Turlock, CA
- Dave Sharpe, CRPC, APMA, C(k)P, CRPS, CPFA, CLTC – Lake Geneva, WI
- Dustin Thomas, CPA, CFP – Indianapolis, IN
This news follows a period of rapid momentum for Savvy. The company recently closed its $72 million Series B funding round, and former LPL Financial CEO and Chairman Mark Casady also joined Savvy’s board of directors.
