Smara Savoy
Advisor at WE Financial Group
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Smara Savoy is a financial advisor at WE Financial Group with a Series 65 credential and one year of industry experience. Prior to joining WE Financial Group, Savoy worked at Oui Financial and was self-employed. Before transitioning to finance, Savoy spent nine years at Nestlé USA. WE Financial Group provides discretionary investment management, financial planning, and estate-planning coordination for individual and high-net-worth clients. The firm employs a blend of fundamental, technical, and cyclical analysis, utilizing both long-term and short-term strategies, including options-based approaches and third-party managers.
Client services
Based on WE Financial Group
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Estate planning
Expertise
Based on WE Financial Group
Options & derivatives strategies
Tax-loss harvesting
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Fee options
Trust-based estate planning plan: $1,990; Additional flat fee for CitizenMint's services: $400
0.7% of AUM with a maximum of 2%
Up to $400 per hour
Minimum fee: $5,000 annually minimum plus 0.7% of assets under management
Location
East Windsor, NJ
Most active in
Smara S has reported serving >5 clients in these states in the last 12 months.
New Jersey
Work history
Oui Financial
2024 - Present (2 years)
Self-employed
2024 - 2024 (1 year)
Nestlé USA
2014 - 2023 (9 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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