Savvy Wealth

Today at 12pm ET, Savvy's CIO Anshul Sharma hosts his Q2 market briefing — and it's one you don't want to catch on replay. He’ll share how we’re positioned right now and walk through the signals we’re watching most closely for the months ahead. There’s still time to join us live. 🗓️Thursday, April 23rd | 9 am PT / 12 pm ET Join live → https://hubs.la/Q04dc3PV0

Today, we’re proud to introduce Savvy Intelligence, the next evolution of AI-native, human-led financial advice. Savvy Intelligence unifies investments, tax, and financial planning into a single, continuously updated household-level system of record—powered by the first AI agent that enables advisors to act on it. Built directly into our vertically integrated platform, it gives advisors: -A complete, real-time view of each client’s financial life -The ability to model life-change scenarios instantly -Auditable, client-ready outputs in minutes -Thousands of “what if” scenarios generated by consolidated portfolio, tax, and planning data Read the full announcement to learn more about how we are unifying intelligence into one AI-powered system, ushering in a new era of advisor empowerment at Savvy: https://hubs.la/Q04d572S0

Your advisor's job is to give you great advice. Ours at Savvy is making sure they have everything they need to do it. That means world-class infrastructure, people, and AI-native tools. Today we're launching Savvy Intelligence: fiduciary-grade AI agents that draw on your complete financial picture, extending what your advisor can see and do. That means when your income shifts and a Roth contribution opens up, or a tax-loss opportunity surfaces in a rebalance, your advisor is already on it. Less time assembling information. More time on the conversations that shape your future. The advisors shaping the future of this profession are already on Savvy. Learn more: https://hubs.la/Q04d1zbX0

I’ll be hosting a live webinar this Thursday sharing how we’re thinking about markets right now. We’ll walk through the current macro backdrop, including the situation in the Middle East and how it could flow through energy, inflation, and policy. We’ll also touch on earnings and what they’re telling us about the durability of this market, along with how we’re approaching portfolio positioning as we move through Q2. We’ll leave some time at the end for Q&A as well. If helpful, would be great to have you join. https://lnkd.in/ehRZK4kY

Not every path to wealth management looks the same. Our wealth manager Lindsey K. Leaverton recently sat down with AdvisorHub to share her journey, her philosophy on financial advice and what finally made her feel at home in this industry. A former singer/songwriter turned advisor, Lindsey brings a perspective that's anything but conventional. On finding her place at Savvy, she put it simply: "I not only have a seat at the table, but my voice matters when I speak up at the table." Read the full interview here. https://hubs.la/Q04cL-Qc0

Building a company rarely goes the way you expect. Finding product-market fit, hearing “no” over and over again and reworking the same idea dozens of times until you get it right are part of the process, not a signal to stop. On the DealMakers Podcast with Alejandro Cremades our founder & CEO Ritik Malhotra shares what that actually looks like in practice, from 100+ investor rejections to building Savvy Wealth from the ground up. One key finding Ritik has learned as a serial entrepreneur: you get no extra points for doing everything yourself. The best outcomes come from learning faster, iterating often and surrounding yourself with the right people along the way. Listen to the full episode for more. https://hubs.la/Q04cz8cx0

One week away, Savvy's CIO goes live. Anshul Sharma cuts through the noise to share what matters most for investors—and where we’re leaning into Q2 2026. 📅 Thursday, April 23rd | 9 am PT / 12 pm ET Save your spot → https://hubs.la/Q04cvHfS0

As conversations around private markets in 401(k) plans continue to evolve, many plan sponsors are asking the same question: 𝗪𝗵𝗮𝘁 𝗱𝗼𝗲𝘀 𝘁𝗵𝗶𝘀 𝗮𝗰𝘁𝘂𝗮𝗹𝗹𝘆 𝗺𝗲𝗮𝗻 𝗶𝗻 𝗽𝗿𝗮𝗰𝘁𝗶𝗰𝗲? Next week, Savvy advisor Kristin V Dunlevy, CPFA, AIF® and ERISA attorney Sherry Porter will break down the latest regulatory developments and what plan sponsors should be considering right now. In this session, they’ll discuss: • The practical impact of recent regulatory changes • Fiduciary responsibilities in a shifting landscape • Key risks and considerations for implementation • How to approach private alternatives thoughtfully If this topic is on your radar, this is a timely conversation to join. April 22 | 12 PM ET Register here: https://hubs.la/Q04cmJbl0

If you’re in your 20s or 30s and feel like you can “start investing later,” you’re not alone. The reality? Your biggest advantage right now isn’t your income — it’s your time. Read Nathan Mirizzi, CFP®'s blog linked below to learn how to turn that advantage into real, lasting wealth, including: • Why starting earlier beats investing more later • How compounding works in your favor (if you let it) • Simple ways to automate and build better financial habits • How to balance lifestyle today with wealth tomorrow Check out the full piece for more 👉 https://hubs.ly/Q04bGlGM0

Markets have been anything but quiet this quarter. Geopolitical shifts, policy uncertainty, and uneven earnings have made it hard to know what actually matters — and what's just noise. Savvy's Chief Investment Officer, Anshul Sharma, is hosting a live market briefing to share exactly that: what's driving markets today, how we're positioned, and what we're watching heading into Q2. If you've been trying to make sense of this quarter, this is the conversation worth having. 📆 Thursday, April 23rd | 9 am PT / 12 pm ET Register here → https://hubs.la/Q04bCPHx0 Can't join live? Register anyway and we'll send you the replay.