Savvy Advisors Inc., a federally registered investment advisor (RIA) affiliated with Savvy Wealth, Inc., has announced the addition of Perspective 6 Wealth Advisors, a Minneapolis-based team managing approximately $270 million in assets under management (AUM). This expansion also includes 12 additional advisors from across the United States, bringing Savvy’s total advisor headcount to 68 since its launch in 2022.
Perspective 6 Wealth Advisors serves clients nationwide, with a significant presence in Minnesota, Wisconsin, California, and Florida. The team specializes in advising professionals within the medical technology and medical device industries, offering services such as 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. Finley CFP®; and Jacob LaRue CFP®, who each possess extensive experience in delivering holistic financial advice aligned with clients’ life and career objectives.
Matt Nelson, managing partner and wealth manager at Perspective 6, commented on the move: “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. 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.”
Beyond Perspective 6, Savvy has welcomed 12 more advisors across the country. These include: Alex Barnes, CFP® from Fort Mill, SC; Josh Bergman, JD, CFA® from New York, NY; Kristin Dunlevy, CPFA, AIF® from Prospect, KY; Scott Jensen from Minneapolis, MN; Greg Kirwan, CFP® from North Kingstown, RI; Lee Levy from Alamo, CA; Evan Melching, AWMA from Indianapolis, IN; Luis Miletti, CRPC®, CIMA® from Louisville, KY; Aaron Peloquin, CPA, CFP® from Minneapolis, MN; Dustin Roberts from Turlock, CA; Dave Sharpe, CRPC®, APMA®, C(k)P®, CRPS®, CPFA®, CLTC® from Lake Geneva, WI; and Dustin Thomas, CPA, CFP® from Indianapolis, IN.
Ritik Malhotra, founder and CEO of Savvy Wealth, stated: “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. 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 growth follows Savvy’s recent $72 million Series B funding round. Former LPL Financial CEO and Chairman Mark Casady has also joined Savvy’s board of directors. Savvy Wealth, the parent company of Savvy Advisors, Inc., operates as a digital-first, multi-custodial technology platform designed to modernize financial advice for wealth managers, providing integrated technology, software, and sales and marketing automation to support growth.
