Savior Wealth

Savior Wealth, established in 2018 and registered as an investment adviser in 2019, offers discretionary and non-discretionary investment advisory services, primarily on a wrap fee basis. Clients must enter into an Investment Advisory Agreement outlining terms and conditions. The firm provides financial planning and consulting services, including advice on investment and non-investment matters, with fees ranging from $2,500 to $50,000. Additionally, Savior Wealth offers non-discretionary pension consulting services and assists with retirement plan services. The firm may charge performance-based fees, creating a conflict of interest, and clients must meet certain criteria to be eligible. Savior Wealth conducts periodic account reviews and does not vote client proxies. The firm recommends maintaining accounts at Charles Schwab & Co. for execution and custody services. Savior Wealth does not compensate for client referrals and has not been subject to disciplinary actions. The firm's Chief Compliance Officer is Sandy Capobianco, and as of January 1, 2024, the firm managed over $96 million in assets on a discretionary basis. Clients are encouraged to review financial planning issues and account performance annually. Savior Wealth does not vote client proxies and does not solicit fees more than $1,200 in advance per client. The firm has no financial conditions impairing its ability to meet contractual commitments.