With a further 12 additions, Savvy expands advisor base and strengthens position as the platform of choice for entrepreneurial advisors
Savvy Advisors Inc. (“Savvy Advisors”), a federally registered investment advisor (RIA) affiliated with Savvy Wealth, Inc. (“Savvy”), today announced the addition of Perspective 6 Wealth Advisors (“Perspective 6”), a Minneapolis-based team with approximately $270 million in assets under management (AUM). In tandem, Savvy welcomed 12 additional advisors from across the United States, bringing its total advisor headcount to 68 since launching in 2022.
Perspective 6 serves clients nationwide, with strong concentrations in Minnesota, Wisconsin, California and Florida. Its team specializes in advising professionals in the medical technology and medical device industries, with services including equity compensation planning, complex benefits strategy, business owner succession planning and retirement planning. The firm is led by Matt Nelson CFP®, AIF®, ECA; Matthew J. FinleyCFP®; and Jacob LaRue CFP®—each with extensive experience delivering holistic advice that integrates financial decision-making with life and career goals.
“At Perspective 6, we’re dedicated to helping our clients achieve their goals, creating a supportive environment for our team and working toward something bigger than ourselves,” said Matt Nelson, managing partner and wealth manager at Perspective 6. “We saw joining Savvy as an opportunity to be part of a firm that’s changing the client experience and redefining what a modern RIA can offer. Savvy offers the rare combination of modern infrastructure, strong marketing support and a long-term vision for where financial advice is headed. We believe that joining Savvy will position us to grow faster, serve more clients and ultimately have greater impact.”
In addition to Perspective 6, Savvy has welcomed 12 more advisors across the country:
- Alex Barnes, CFP® – Fort Mill, SC
- Josh Bergman, JD, CFA® – New York, NY
- Kristin Dunlevy, CPFA, AIF® – Prospect, KY
- Scott Jensen – Minneapolis, MN
- Greg Kirwan, CFP® – North Kingstown, RI
- Lee Levy – Alamo, CA
- Evan Melching, AWMA – Indianapolis, IN
- Luis Miletti, CRPC®, CIMA® – Louisville, KY
- Aaron Peloquin, CPA, CFP® – Minneapolis, MN
- Dustin Roberts – Turlock, CA
- Dave Sharpe, CRPC®, APMA®, C(k)P®, CRPS®, CPFA®, CLTC® – Lake Geneva, WI
- Dustin Thomas, CPA, CFP® – Indianapolis, IN
“Advisors today want to grow faster without sacrificing independence — but many platforms make them choose between control and support. At Savvy, we’re building something different: a future-ready platform where advisors don’t have to compromise,” said Ritik Malhotra, founder and CEO of Savvy Wealth. “From our AI-powered infrastructure to our integrated marketing and operations support, everything is designed to help advisors grow efficiently and sustainably. Our newest additions represent exactly the kind of forward-thinking mindset we see across our Savvy community: ambitious, client-focused and ready to lead the future of wealth management.”
This news follows a period of rapid momentum for Savvy. The company recently closed its $72 million Series B funding round — a milestone that reflects strong investor confidence, advisor demand and long-term scalability. Former LPL Financial CEO and Chairman Mark Casady has also joined Savvy’s board of directors, reinforcing its strategic focus on building the next generation of advisor-first infrastructure.
Savvy continues to welcome forward-looking advisors ready to take the next step in their practice. For more information, visit savvywealth.com.
