Savior Wealth
Todd spent 23 years with The Harvest Group, a Registered Investment Advisory firm before creating his own Registered Investment advisory form, Savior LLC. Todd and Savior work with Savior Wealth, Penta Wealth Management, and Legacy Wealth Management as the Chief Investment Officer and Managing Director. As a Managing Partner, Senior Wealth Management Advisor, and the Chief Investment Officer, CIMA®, of Savior LLC, Todd’s role is to design, execute and monitor discretion-based investment strategies. He helps successful families and business owners make smart decisions with their money. Through a 5-step consultative process that begins with a Discovery Meeting, Todd works with clients to identify where they are, where they want to go, and what gaps need to be filled to get them there. His investment consulting and advice addresses many the top concerns of affluent investors today including preservation of capital, cash flow maximization and tax mitigation, wealth transfer, liability protection, and charitable giving.
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Savior Wealth
Savior Wealth’s mission is to create a lifetime of happiness for the clients by helping them build wealth and achieve life goals.