This $3 Billion Firm Loves Investing In Deep Value. True Wealth Isn’t Rushed, It’s Engineered
Description
This $3 Billion Firm Loves Investing In Deep Value.
True Wealth Isn’t Rushed, It’s Engineered
Full name: Joshua Barone
Title: Principal Wealth Manager
Company name: Savvy Wealth
Website: http://savvywealth.com/
AUM: Savvy Advisors manages over $3 billion in assets under management
Bio:
Josh Barone is a financial advisor based in Reno, Nevada, and joined Savvy Advisors in early 2025. As the co-founder of a trust company and investment advisory firm, he brings over 30 years of experience guiding clients on their financial journeys. Josh leverages active macroeconomic, quantitative, and tax strategies to manage risk and help families achieve lasting financial independence, acting as a guardian for future generations. Trust, consistency, and accessibility are central to the long-standing relationships he builds with clients.
United States
