This $3 Billion Firm Loves Investing In Deep Value. True Wealth Isn’t Rushed, It’s Engineered

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6d ago 30:20

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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: Experience Wealth Management, Redefined. | Savvy

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.

282 episodes