Prestiq Wealth Partners - Savvy Wealth
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Prestiq Wealth Partners - Savvy Wealth, based in New York, is a technology-driven wealth management firm that focuses on providing personalized financial advice through a team of experienced advisors. With $2.2 billion in assets under management, the firm emphasizes a fiduciary approach, ensuring that clients' best interests are prioritized in crafting tailored investment strategies.
The company's innovative Savvy dashboard allows clients to easily track their investments, manage their financial goals, and maintain an accurate view of their wealth without the hassle of physical documents. Savvy Wealth partners with custodians like Charles Schwab and offers a wide range of services, including financial and retirement planning, tax optimization, and direct indexing.
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