Savvy is an SEC-registered investment advisory firm building the 21st century platform to modernize wealth management. At Savvy, we believe that combining both technology and the human power of financial advice is necessary to provide best in class service to our clients. Savvy has raised over $18M in venture capital from the founder of EPIQ, Jordan Park, Index Ventures (early investors in Plaid and Facebook), Thrive Capital (early investors in Instagram and Spotify), etc. Find out more about our CEO and Founder Ritik Malhotra below. - Guided medical professionals, business owners, and families to reach their financial goals through advanced tax, estate, investment, and insurance strategies. - Developed personalized financial plans to optimize wealth and ensure long-term financial security. - Provided expert advice on tax planning, estate planning, investment management, and insurance solutions.

Helping healthcare professionals confidently achieve financial freedom through simple, actionable planning for your goals. Find out more on our website www.brentboden.com, YouTube Channel or listen to the Physicians Financial Checkup on your favorite Podcast platform.

Leading team of industry professionals across related financial service functions including financial planning, investment management, insurance planning, business succession strategies, estate planning, banking and more to create an outstanding client experience.

Your financial goals are individual, and I can help you achieve them.I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.With the right financial advice, life can be brilliant.LICENSE INFORMATIONI am licensed and registered to conduct business in KY. Based on licenses and registrations I hold, I may also conduct certain business in FL, IL, IN, MI, NC, OH, SC, TX.

Wealth Management Advisor to High Net Worth Clients for Financial Planning, Asset Management, Insurance, Banking, Lending and Estate Planning Needs.

Financial Planning Strategist and Insurance Strategist focuses on Medical and Professional Clients.