Eric brings 22+ years of experience working closely with business owners, individuals and families in transition, helping them navigate difficult changes. Compassion is important to Eric, and his goal is to help clients who are going through a divorce or grieving the loss of a spouse or family member get through the transition to financial independence and overcome new challenges with confidence. He also helps business owners and professionals nearing retirement to be best prepared for their ideal retirement lifestyle.
At Savvy, he strives to help his clients align their money with their values, provide integrated solutions to serve all of their financial needs, and empower them to make a lifetime of smart financial decisions. Importantly, Eric is committed to keeping his clients' best interests top of mind while offering ongoing guidance, encouragement and accountability.
With a passion for helping others, Eric has volunteered for the Foundation for Financial Planning, AARP and Wings for Widows. Eric is a native of the northwest suburbs of Chicago. He is committed to giving back to his community and serves as the Treasurer for the Prospect Heights Park District Board of Commissioners and the Old Orchard Country Club.
Savvy Wealth is a modern wealth management firm. We pair you with a dedicated financial advisory team to handle your holistic wealth management needs, including financial planning, investment management, tax optimization, estate planning, retirement planning, and more. We help take control of your financial future so that you can live the life you aspire to live. Visit www.savvywealth.com to learn more.
Savvy Wealth Inc. is a technology company and parent company of Savvy Advisors Inc., a Registered Investment Advisory Firm (Savvy Advisors DBA Savvy Wealth).
General Information |
| Firm Start Year: | 1923 | |
| States Licensed in: | All States |
| Number of Years with Current Firm: | 2 |
| Work Experience: | Savvy Wealth is a modern wealth management firm. We pair you with a dedicated financial advisory team to handle your holistic wealth management needs, including financial planning, investment management, tax optimization, estate planning, retirement planning, and more. We help take control of your financial future so that you can live the life you aspire to live. Visit www.savvywealth.com to learn more. |
| Work with the following types of clients: | Individual Investors, Businesses |
| Foreign Languages Serviced: | English |
| Advisory Services Provided: | Insurance Products & Annuities, Investment Advice & Management, Financial Advice & Consulting, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts |
Services |
| Investment Types: | Alternative Investments, Exchange Traded Funds (ETFs), Mortgages & Real Estate, Options & Futures, Bonds, FOREX & Currency, Annuities, Insurance, Mutual Funds, Stocks, Commodities, Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Your Home, Our Office, Phone, Email, Your Office, Video Conference, Our Offices |
Compensation and Fees |
| Fee Structure: | Fee-Only |
| Minimum Portfolio Size for New Managed Accounts: | $500,000 |
| Compensation Methods: | Based on Assets, Hourly, Flat Fee |
| Fee % Based on Assets: | Negotiable |
| Hourly Rate: | $250 |
| Additional Details on Charges: | https://adviserinfo.sec.gov/firm/summary/318493 |
| Minimum Fee Charged for Managed Accounts: | $2,000 |
| Minimum Fee Charged for Hourly Planning Accounts: | $250 |
Board Positions |
| Organization : | Prospect Heights Park Disctrict, Prospect Heights, Illinois |
| Position : | Treasurer, Elected Commissioner, Board of Commissioners |
| Duration : | 04/2017-Present |
Education |
| Bachelor of Science in Business - Finance | Miami University (Ohio)
- Oxford, Ohio 08/1997-12/2000 |
Financial Services |
| Financial Planning for Businesses
Planning for your business from startup to succession involves a number of professional considerations. We assist business owners to think through the variables, structure, tax and estate planning strategies to consider for your business. |
| Financial Planning for Individuals
Savvy Wealth helps individuals holistically from the beginning of your financial planning needs through creating a legacy you envision. |
| Financial Advice & Consulting
Working with Savvy is easy and effective, with tailored financial planning advice to fit your needs, situation and budgets. |
| Portfolio Management
Savvy Wealth offers a variety of portfolio management options for clients varying from risk adjusted model portfolios to custom designed tax efficient portfolios, with ESG opportunities. |
| Retirement Planning
We work with clients to help them accumulate for their financial retirement goals and then design a decumulation strategy to meet their needs and wishes in retirement. |
| 401K Rollovers
If you have previous employer retirement plans you would like to consolidate or get advice on, we are happy to work with you to find the right strategy for you. |
| Insurance Planning
We will review and evaluate suggestions for your insurance planning protection needs including disability, life, long-term care and more. |
| Annuities
We will review your annuities and consult or manage fee based opportunities for improvement. |
| Estate Planning & Trusts
We review and work with you to update any deficiencies in your estate plan including proper trust usage and management. |
| Tax Advice and Services
Savvy Wealth looks at your overall financial situation to suggest tax savings strategies. |
| Education Funding and Planning
We work with you to address and guide you with strategies to help with education funding and planning needs from birth to adult. |
| Investment Advice & Management
Let us help create and manage a portfolio that takes your needs, wants and preferences in mind. |
| Wealth Management
Savvy Wealth works with our clients to offer a holistic wealth management for you and future generations. With a wide range of expertise we guide our clients through their short term and long term goals, as well as looking out for potential tax and estate strategies to maximize your wealth. |
| Risk Management
We will evaluate your insurance and protection policies to make sure you still have what fits your changing needs along with the right protection for your family and business. |
| Money Management
Offering a variety of cash management solutions for you, your family, and business needs. |
Disclosures |
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WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
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Additional Detailed Disclosures |
Disclaimer |
| 1) Investors listed above are some of the investors in Savvy Wealth Inc. These investors were selected as examples of organizations and individuals that might be recognizable due to their names and is not a complete list of all investors, and not intended to represent a controlling interest in Savvy Wealth Inc. or an endorsement of Savvy Advisors Inc. Savvy Wealth Inc is a tech company and the parent company of Savvy Advisors Inc. Savvy Advisors Inc does business under the name Savvy Wealth. This website includes information about Savvy Wealth the investment advisor and Savvy Wealth Inc parent company to the investment advisor. Savvy Advisors, Inc. ("Savvy Advisors") is an investment adviser located in New York, NY. Savvy Advisors is an SEC registered investment adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Savvy Advisors may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Savvy Advisors' website (referred to herein as the "Website") is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of/the Website on the Internet should not be construed by any client and/or prospective client as/Savvy Advisors' solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by/Savvy Advisors with a prospective client will be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. 2) Neither Savvy Wealth Inc. nor Savvy Advisors compensates, directly or indirectly, for endorsements provided herein. |
Registered Investment Advisor:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
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