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4 Wealth Management Habits of Financially Successful Women

Article Summary Many women appreciate hearing about the tips of successful women, and finance is no exception. Most high-net-worth women…

Svvy®️ Featured on Financial Advisor Success Podcast with Michael Kitces

Svvy® co-founder Jenna Biancavilla joins the Financial Advisor Success Podcast hosted by Michael Kitces. How do you effectively manage $275…

How to Interview a Wealth Advisor if You Have $5M+ to Invest

Article Summary Interviewing a wealth advisor begins by defining your specific financial priorities, such as estate planning, retirement, or business…

Featured on 12News: Valley sisters create platform to help women find vetted financial advisors

12News featured Svvy® and co-founders Jenna Biancavilla and Janice Utke for their work creating a platform designed to help women…

The Financial Planning Checklist Every Woman Entrepreneur Needs

Article Summary It is common for female entrepreneurs to put their entire focus on building a business, even if that…

How to Find a Wealth Advisor You Can Trust

Article Summary For many women, trust is among the most valued traits when they are looking for a financial advisor.…

Svvy®️ Featured on the Kitces Advisor Technology Map

We're excited to share that Svvy® has made it onto the Kitces Advisor Technology Map. We are featured in the…

How High Net-Worth Women Can Spend With Confidence While Staying Focused on Long-Term Goals

Article Summary There is a common misconception that enjoying your wealth has to wait until retirement. Many high net-worth women…

Women Are Reaching New Career Milestones, Here’s Why Your Financial Plan Should Grow With You

Article Summary More women are reaching higher level professional positions than ever before, which means their salaries and benefits packages…

From Financial Independence to Independent Wealth: What’s the Difference?

Article Summary Financial independence and independent wealth are two different types of financial situations. Financial independence refers to a lifestyle…

Planning to Move Abroad? 6 Financial Questions to Ask Before You Go

Article Summary More women are choosing to move abroad and if you are among them, there are a few things…

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