Our Partnership.

Wealth Haus was built – quite literally – on a sidewalk between two houses. Two friends, two financial advisors, and a shared conviction that wealth advice could be more thoughtful, more personal, and more aligned with the lives our clients are actually building. As that vision grew into a firm, and as our clients’ lives grew more complex, we knew we needed a partner whose toolkit could match the ambition of the work. We found one in Savvy.

Powered By: Savvy Wealth; We didn't just pick any platform...we picked what we believe to be the best one.

Powered By: Savvy Wealth; We didn't just pick any platform...we picked what we believe to be the best one.

Powered by:

We didn’t just pick any platform…we picked what we believe to be the best one.

SavvyWealth

A person holding a small black and white dog in their arm, sitting indoors on a beige couch with a white pillow and a green plant nearby.

Savvy

By The Numbers

  • $5B+ Assets Under Management

  • 100+ Independent Advisors Nationwide

  • 4.5x Year-Over-Year Growth

  • 1,500+ Clients Served

    As of March 2026

The wealth management world has evolved. Savvy was built for what comes next. .

A great architect doesn’t fight the structure of a building — they design with it. Our industry is evolving, moving away from the old stock-broker model and toward something more transparent, more holistic, and more aligned with how clients actually want to be served. We chose Savvy because they’re building for that future — not retrofitting around it.

Savvy Advisors is a federally Registered Investment Adviser built from the ground up to do what legacy firms couldn’t. Combine the personal relationship of an independent advisor with the technology and infrastructure of an institutional firm.

They didn’t retrofit an old platform. They built a new one from scratch by asking one question: what would wealth management look like if you built it today? The answer is Savvy, and it’s why we chose them as our platform.

For our clients, that means the relationship you’ve come to expect from Wealth Haus — the listening, the patience, the bespoke planning — is now backed by a custodian-grade toolkit built for the way wealth is built today.

A CLOSER LOOK

  • AI-powered platform — saves advisors up to 29 hours per week, so we spend more time on you and less time on paperwork.

  • Multi-custodial — operates on both Fidelity and Schwab platforms for flexibility and security.

  • SEC-registered — federally regulated Registered Investment Adviser with full fiduciary obligation.

The toolkit of a larger firm.

The blueprint of a boutique.

Here’s what that toolkit looks like inside your plan:

“We didn’t move to Savvy to change advisors. We moved to unlock a firm we couldn’t build anywhere else. The blueprint is still ours. The toolkit just got bigger.”

— Greg Allen, CEPA® & Clint Heisler, CFP®, ChFC®, CLU®
Founding Partners, Wealth Haus

  • Tax-loss harvesting, model rebalancing, direct indexing, alternative investments. Tools that used to be reserved for the ultra-wealthy are now part of every client relationship we manage.

  • A secure digital dashboard gives you a live view of your financial plan, investment performance, and planning progress. You’re never waiting for a quarterly statement to know where things stand.

  • Savvy’s platform gives advisors up to 29 hours per week on administrative work. Those hours don’t disappear. They come back to you as deeper conversations, sharper thinking, and faster action on what matters.

  • Multi-custodial means your assets can be held through Fidelity or Schwab, two of the most trusted names in financial services. Your money isn’t sitting in a proprietary account you can’t see.

  • Savvy doesn’t recruit just anyone. Their network of 100+ independent advisors includes veterans from J.P. Morgan, Morgan Stanley, Bank of America Merrill Lynch, and beyond. We chose Savvy because Savvy chooses serious advisors.

  • We’re fiduciaries. Savvy is fiduciary. That obligation runs from the platform all the way through our client relationship. Our approach focuses on providing recommendations that are appropriate for your financial goals and circumstances.

You hired us to build something that lasts — a financial life as intentional as the home it’s designed to support, and as personal as the people who live in it.

Our partnership with Savvy is how we keep that promise as your life, and your wealth, continue to grow. No commissions. No selling. Just thoughtful, holistic advice — built on a stronger foundation than ever.

Let’s Get Back to Building

Inquire Now

THE WEALTH HAUS DIFFERENCE