(917) 590-0552
ABOUT US
ABOUT LOUIS GREEN
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.
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Louis is the author of the book, 5 Steps To Retirement Planning. In his book he covers the fundamentals of investments, financial planning, tax planning, estate planning & lifestyle planning.
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​He has earned advanced certifications including the Chartered Financial Analyst® and Certified Financial Planner™ 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.
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Louis earned his M.B.A. in Finance at the Zicklin School of Business, Baruch College – B.A., his BA in English at St. Francis College, Brooklyn, NY. He also earned the CPWA Wealth Management designation at the Yale School of Management.
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Louis also is involved with Savvy Ladies, where he provides free financial education to help women feel secure in their financial future.
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Louis lives in Brooklyn and enjoys watching local sports teams and taking in everything Brooklyn and New York City has to offer.
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Louis serves as a Fiduciary in his work with clients.
ABOUT SAVVY WEALTH
Savvy is a SEC registered investment adviser & wealth management firm providing asset management to high-net-worth individuals. Savvy aims to uphold the industry’s highest standard of service and conduct when working with clients.
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Savvy Wealth is also technology-driven wealth management firm that helps investors find the right advisor to help them achieve their financial goals.​
Savvy Wealth has over $4B in assets under management and over 10+ experienced advisors.
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Savvy works with its trusted custodians Fidelity and Schwab, to securely custody and protect client assets. Fidelity is registered with the SEC and is a member of both FINRA and SIPC, ensuring the highest standards of compliance and security. Fidelity adheres to the SEC’s Customer Protection Rules, safeguarding client assets against misappropriation. Clients may select Charles Schwab & Co., Inc. to custody their assets and effect transactions on their account. As a registered broker-dealer and a member of the Securities Investor Protection Corporation (SIPC), Schwab is subject to certain regulations intended to protect assets held in brokerage accounts maintained at Schwab.
QUARTERLY PLANNING FOCUS
OUR CLIENT PLANNIG PROCESS
A Structured, CFP®-Based Approach to Financial & Retirement Planning
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We follow a disciplined, professional process grounded in the CFP® Board’s financial planning standards designed to give you clarity first, then confidence, and finally action.
Step 1:
INITITAL CONSULTATION
Understanding Your Personal & Financial Circumstances
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Purpose:
Get to know you, your situation, and what matters most and determine if working together makes sense.
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What we cover:
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Your financial picture at a high level
Personal, family, career, and business considerations
Retirement and lifestyle priorities
Key concerns, risks, and opportunities
How we work and what to expect
Mutually determine if working together makes sense
Outcome:
Alignment on goals, scope, and next steps.
Step 2:
DATA GATHERING & ANALYSIS
Building the Planning Foundation
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Purpose:
Collect and analyze the information needed to evaluate your current path and explore better alternatives.
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What you provide:
Account statements and financial documents
Income, expenses, assets, and liabilities
Investment, tax, estate, and insurance information
Employer benefits and business details (if applicable)
Outcome:​
A clear understanding of where you are today and what could be improved.
Analyze your current course of action
Identify planning gaps, inefficiencies, and risks
Evaluate potential alternative strategies across investments, taxes, retirement, and estate planning
What We Do
Step 3:
INITITAL FINDINGS & PLAN PORPOSAL MEETING
Facts, Insights & How We Might Work Together
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Purpose:
Review what we’ve learned and present a proposal for a relationship.
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What we present:
Key findings from the data you uploaded
Strengths and gaps in your current strategy
Initial planning observations across:
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Investment
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Taxes
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Retirement
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Estate and lifestyle considerations
A proposed planning approach and service structure
How we would work together going forward
Outcome:
Transparency, insight, and a clear proposal for engagement—no pressure, just clarity.
Step 4:
PLAN PRESENTATION & IMPLEMENTATION
Recommendations, Action & Ongoing Partnership
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Purpose:
Deliver and execute a comprehensive, personalized financial plan.
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What we do:
Present detailed financial planning recommendations
Walk through priorities, tradeoffs, and timelines
Implement agreed upon strategies
Coordinate with CPAs, attorneys, and other professionals as needed
Establish your ongoing review and communication schedule
Outcome:
A living financial plan and a long-term advisory relationship focused on progress and peace of mind.
ONGOING MONITORING & AVAILABILITY
Financial planning is not a one-time event. As life changes, markets move, or new opportunities arise, we:
Proactively review and adjust your plan
Meet on a structured quarterly schedule
Stay available whenever questions or life events come up
You can reach out anytime.
HOW WE WORK & HOW WE'RE PAID
We believe transparency builds trust. Our fee structure is clear, flexible, and designed to align with the type of engagement you need — whether ongoing wealth management, project-based planning, or specialized consulting.
ONGOING WEALTH MANAGEMENT (% OF ASSETS UNDER MANAGEMENT)
For clients who engage us for comprehensive, ongoing portfolio management and integrated financial planning, we charge a percentage of assets under management (AUM).
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How it works:
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Fee is calculated as a percentage of assets we manage on your behalf
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Billed quarterly, after the quarter has ended
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Automatically deducted from your managed account for convenience
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Fully transparent and outlined in writing before engagement
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Best for:
Individuals, business owners, founders, and executives who want continuous investment management, tax coordination, estate alignment, retirement planning, and lifestyle guidance.
Benefit:
Our compensation grows only when your assets grow — aligning our incentives with your success.
Our Fee Schedule
$250,000 - $1,000,000
1.00%
$1,000,000 - $2,000,000
.90%
$2,000,000 - $5,000,000
.75%
Above $5,000,000
.4%
WE WORK WITH MAJOR CUSTODIANS SUCH AS:
Fidelity Investments
Charles Schwab
If you already have accounts there — great. If not, we can help you open and structure them properly.
Whether you need comprehensive wealth management or targeted strategic advice, our goal is simple: deliver clarity, coordination, and confidence at every stage of your financial life.