Louis is dedicated to helping his clients solve the financial puzzle of their lives. He focuses on long-term planning and comprehensive wealth management for attorneys, business executives, retirees, and trustees. Louis incorporates the lessons of behavioral finance into his work. He believes that by avoiding emotional mistakes, particularly during times of financial upheaval, clients can be better positioned to achieve their goals. Louis's approach to wealth management seeks to address each client's day-to-day liquidity needs, retirement income goals, and the longer-term legacy they wish to create. He has earned advanced certifications including the Chartered Financial Analyst®, Certified Financial Planner TM and Certified Private Wealth Advisor® designations. This training enables Louis to provide sound advice in many areas, including cash flow management, investment management, retirement planning, trust and estate planning, and tax mitigation. Louis became interested in financial services at a young age while watching his father, an accountant, provide tax services to friends and family. Reading about Warren Buffett and other great stock pickers added to his fascination with the markets. He started his career in 1997 at Bankers Trust. The firm was purchased by Deutsche Bank, where Louis worked as a portfolio analyst and then as a portfolio manager. He joined PNC Wealth Management as an investment advisor in 2015 and moved to UBS in December 2020. Louis founded Prestiq Wealth Partners and joined Savvy Wealth in 2024.
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: | 1924 | |
| States Licensed in: | All states |
| Number of Years with Current Firm: | 1 |
| Work Experience: |
Louis has worked at some of the largest wealth management firms in the US: Deutsche Bank, PNC Wealth Management and UBS Financial Services. Louis has worked in several roles: Portfolio Associate, Portfolio Manager, Financial Advisor and Wealth Advisor. Louis has worked as part of a large team, as a solo advisor and currently as an advisor at a Registered Investment Advisor (Savvy Wealth) 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: | Businesses, Individual Investors |
| Foreign Languages Serviced: | English |
| Advisory Services Provided: | Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Legal Advice and Services, Education Funding and Planning, Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning |
Services |
| Investment Types: | Mutual Funds, Options & Futures, Bonds, Stocks, FOREX & Currency, Annuities, Insurance, Commodities, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Phone, Email, Your Office, Our Office, Video Conference, Our Offices, Your Home |
Firm Information |
| Advisor's Number of Clients: | 20 |
| Advisor's Number of Managed Clients: | 20 |
| Advisor's Number of Planning Clients: | 20 |
| Assets Managed by Advisor: | $35,000,000 |
Compensation and Fees |
| Fee Structure: | Fee-Only |
| Minimum Portfolio Size for New Managed Accounts: | $250,000 |
| 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 : | Brooklyn Urban Garden School, Brooklyn, NY |
| Position : | Board Member |
| Duration : | 01/01/2020-Present |
Education |
| MBA - Finance | Baruch - New York 06/01/1997-06/01/2000 |
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 https://www.wiseradvisor.com/disclosure/1892467/wiseradvisor-savvy-advisors-detailed-disclosure.html |
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
Registered Representative:
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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