Newly Hired Financial Experts Join Forces with Perspective 6 Wealth Advisors, Securing a $270 Million Deal
Savvy Wealth and Perspective 6 Wealth Advisors Join Forces to Revolutionize Wealth Management
In a move that aims to redefine the modern Registered Investment Advisor (RIA) and enhance the client experience, Savvy Wealth and Perspective 6 Wealth Advisors have announced a strategic partnership. This collaboration is set to modernize the RIA model, redefining the advisor-client relationship and improving client outcomes nationwide.
Ritik Malhotra, the founder and CEO of Savvy Wealth, explains that everything at Savvy is designed to help advisors grow efficiently and sustainably. The company's strategic vision revolves around a combination of modern infrastructure, strong marketing support, and a long-term vision for the future of financial advice.
The latest addition to Savvy Advisors is Perspective 6 Wealth Advisors, a Minneapolis-based team, which has increased the total number of advisors to 68. Matt Nelson, the managing partner and wealth manager at Perspective 6, expresses a desire to grow faster, serve more clients, and ultimately have greater impact with Savvy Advisors.
Perspective 6 brings specialized expertise in equity compensation, benefits strategy, retirement planning, and serves professionals in the medical technology and medical device industries. This aligns with Savvy Wealth's holistic, client-centric approach.
Savvy Wealth focuses on a combination of technology and support that allows advisors to maintain independence while benefiting from strong centralized resources, including marketing and operations. The platform addresses common advisor pain points by alleviating middle and back-office burdens, enabling advisors to dedicate more time to client relationships and business growth.
Savvy Advisors offers an AI-powered infrastructure and integrated marketing and operations support. This approach is designed to help advisors spend more time with clients and grow their businesses sustainably and efficiently.
The partnership with Perspective 6 is not the only expansion for Savvy Advisors. Recently, the company closed a $72 million Series B funding round, indicating a period of rapid growth. Mark Casady, the former CEO of LPL Financial, was also appointed to Savvy Advisors' board of directors.
The newest additions to Savvy Advisors represent the kind of forward-thinking mindset seen across the Savvy community: ambitious, client-focused, and ready to lead the future of wealth management. Perspective 6 Wealth Advisors sees joining Savvy Advisors as an opportunity to be part of a firm that's changing the client experience and redefining what a modern RIA can offer.
Together, Savvy Wealth and Perspective 6 Wealth Advisors are building a future-ready platform where advisors don't have to compromise between control and support. This partnership is set to revolutionize the future of wealth management.
[1] Savvy Wealth press release, 2022. [2] Savvy Wealth website, 2022. [3] Perspective 6 Wealth Advisors press release, 2022.
By teaming up with Perspective 6 Wealth Advisors, Savvy Wealth aims to incorporate technology and specialized expertise in equity compensation, benefits strategy, and retirement planning into its business, further enhancing its client-centric approach to investing and finance. The partnership between these two entities is anticipated to revolutionize the future of wealth management, offering an AI-powered infrastructure and integrated support to enable advisors to grow their businesses efficiently while providing top-notch client experiences.
