NEW YORK–(BUSINESS WIRE)–Wise Wealth (“Savvy”), a digital platform designed for financial advisors to modernize human financial advice, today welcomes Brad Weber as founding Principal Wealth Manager. Based in Newport Beach, Calif., Weber is the newest of the firm’s first-class advisors to join the modern wealth management firm and leverage its proprietary technology platform, which was designed to enhance the customer service as well as to streamline marketing, compliance and back office operations.
Weber joins Savvy from Bank of the West, where he managed $150 million in assets for his niche client group of high net worth individuals and families, business owners and commercial real estate investors in the county area. of Orange. As an independent advisor at Savvy, Weber’s specialized practice focuses on investment management, retirement planning, private banking and lending, and estate and wealth transition planning. The Savvy platform enables Weber to deliver an elevated client experience and to continue its holistic approach to meeting client needs, including tax management, intergenerational wealth planning and insurance.
“Savvy gives me the freedom and flexibility to do what I love: spending time communicating and working with clients to solve their unique financial needs and challenges,” said Weber. “As an advisor, it’s easy to be slowed down by manual tasks and onerous processes. Savvy solves these challenges and empowers me to strengthen my practice. I am delighted to be on the ground floor of what we are building.
In November 2022, Savvy Raised $11M in Series A-1 Funding, bringing the company to a total of $18 million in new funding over the past two years. The new capital will enable the company to make continuous enhancements to its modern software platform designed for growth-minded entrepreneurial advisors.
“Savvy is specifically designed to be bilaterally beneficial to our advisors as well as their current and potential clients,” said Ritik Malhotraco-founder and CEO of Savvy. “With modern, robust technology that streamlines the financial planning process, along with attractive revenue and equity participation opportunities, savvy advisors can save time, increase revenue and focus on improvement of the customer experience. Advisor feedback is critical to our roadmap, so adding top advisors like Brad only positions us for continued innovation.
At Bank of the West, Weber held the title of Vice President – Private Client Advisor, a role in which he provided comprehensive wealth management services, in addition to bespoke credit and lending solutions, and planning services. retirement and inheritance. With a financial services career spanning more than 30 years, including stops at Washington Mutual (acquired by JP Morgan), Barclays Bank and Sterling Savings Bank, his arrival adds another seasoned adviser to the Savvy team. Weber holds Series 7 and 66 investment licenses, as well as California insurance licenses.
Since its founding in 2021, Savvy has actively recruited advisors into its ranks. Weber is the sixth to join the firm, which now has more than $100 million in assets under management nationwide. Advisors interested in joining Savvy can consult the open roles.
About Wise Wealth
Wise Wealth is a digital platform for financial advisors focused on modernizing human financial advice. Financial advisors who partner with Savvy leverage its integrated technology platform intentionally designed to drive organic growth with enhanced software and sales and marketing automation. Savvy’s proprietary technology allows advisors to grow revenue faster and spend more time growing. Follow Savvy on LinkedIn to stay up to date with the latest company news and updates.