SAVVI Wealth Partners
A financial life planning firm to help employees achieve financial peace of mind.
of Americans say that money is a significant source of stress in their life.1
11APA’s 2020 Stress in America™ survey:
https://www.apa.org/news/press/releases/stress/2020/sia-mental-health-crisis.pdf
Your company relies on leaders to drive results. These high achievers want the business to succeed, but they also desire personal results for themselves.
SAVVI Wealth Partners (SWP) connects employees with a dedicated financial advisor to build and manage personalized pathways to help employees live a better life now, and in the future.
The SWP Difference:
Personalized Life Plan
Every employee is unique and we design a custom financial life plan with their unique goals in mind.
Employee Peace of Mind
We source, create and leverage the latest technology to actively stay connected and manage employees financial needs.
Unbiased Recommendations
SWP promises to provide unbiased advice and recommendations with complete visibility into everything we do.
Program Customization
The SWP services can be easily implemented to the employee population or for tiered employee levels.
Increased Employee Satisfaction
SWP is a unique employee benefit that is a powerful tool to recruit talent, as well as retain top executives.
The SWP Experience:
Exploration
We start with a discussion with where employees are in their life and where they want to go. Only by understanding unique insights can we design the best pathways forward.
Planning
SWP advisors discuss with employees the impact of different decisions, explore scenarios, and decide together the best path forward to align money with current and future life goals.
Management
SWP advisors provide ongoing monitoring and discretionary management of employee assets to make sure progress is being made toward desired outcomes.
