Business Details
9 Years
experience
Your Trusted Financial Advisors in Central New York
Founded in 2017, Savicki Capital operates as a Registered Investment Advisory firm dedicated to providing comprehensive financial solutions. Our team prioritizes fiduciary responsibility, ensuring every recommendation aligns with clients' best interests. With expertise in wealth management, investment planning, and strategic advisory services, we serve individuals, businesses, and nonprofit organizations across Central New York. Our approach combines personalized service with rigorous financial analysis to help clients achieve long-term goals. We maintain transparency in all operations, fostering trust through consistent communication and ethical practices. Our advisors hold advanced industry certifications and bring decades of combined experience in financial planning and asset management.As an independently owned firm, we remain agile in adapting to market changes while maintaining focus on client objectives. Our commitment to excellence is demonstrated through tailored investment strategies that balance risk management with growth potential. We specialize in exchange-traded funds, stock and bond portfolios, and mutual fund investments, offering diversified solutions for varying financial situations. Regular portfolio reviews and goal reassessments ensure clients stay on track to achieve their financial aspirations.
Services
Wealth Management
Investment Planning
Financial Advisory
Fiduciary Services
Portfolio Management
Mutual Fund Investments
Bond Investments
Stock Investments
Strategic Advisory
Nonprofit Financial Planning
Details
- Year established: 2017
Highlights and features
- We act as fiduciaries, always prioritizing client interests
- Our team holds advanced industry certifications and experience
- We offer personalized investment strategies tailored to individual needs
- We provide comprehensive financial planning with regular portfolio reviews
- We serve diverse clients including individuals and nonprofit organizations
Services
Wealth Management
Our wealth management services combine strategic investment planning with personalized financial guidance. We create customized portfolios using exchange-traded funds, stocks, bonds, and mutual funds tailored to individual risk tolerance and financial goals. Through regular portfolio reviews and market analysis, we help clients grow and preserve their assets while maintaining fiduciary responsibility.
Investment Planning
We develop comprehensive investment strategies aligned with clients' financial objectives and time horizons. Our approach considers current financial status, future goals, and market conditions to create diversified portfolios. We provide ongoing adjustments to ensure optimal performance and regularly communicate portfolio progress to maintain transparency and client understanding.
Fiduciary Services
As fiduciaries, we legally and ethically prioritize client interests in all recommendations. Our services include unbiased financial advice, transparent fee structures, and conflict-free investment solutions. We maintain strict compliance with regulatory requirements while delivering objective guidance that supports clients' long-term financial success through responsible investment practices.
Nonprofit Financial Planning
We provide specialized financial planning for nonprofit organizations, focusing on endowment management and sustainable funding strategies. Our services include investment policy development, cash flow management, and grant optimization. We understand the unique financial challenges nonprofits face and deliver tailored solutions that support their mission-driven objectives while ensuring financial stability.
Portfolio Management
Our portfolio management services focus on creating and maintaining diversified investment portfolios that match clients' risk profiles and financial goals. We employ strategic asset allocation across various investment vehicles while continuously monitoring market conditions. Regular performance reviews ensure portfolios remain aligned with clients' evolving needs and market opportunities through proactive adjustments.
People
Randy Savicki
Chief Compliance Officer/Financial Advisor
Randy Savicki combines compliance expertise with financial advisory experience to ensure regulatory adherence while delivering client-focused investment solutions. He maintains industry certifications and prioritizes ethical financial practices.
Jennifer Wicks
Financial Advisor
Jennifer Wicks provides personalized financial advisory services with a focus on client education and long-term wealth planning. She brings extensive experience in investment strategy and portfolio management to client relationships.
Questions
What services does Savicki Capital offer?
We provide wealth management, investment planning, portfolio management, and fiduciary advisory services for individuals and nonprofit organizations.
Are you legally required to act in my best interest?
Yes, as a Registered Investment Advisory firm, we operate under fiduciary duty to always prioritize client interests in all recommendations.
What investment options do you provide?
We offer diversified solutions including exchange-traded funds, stocks, bonds, and mutual funds tailored to individual financial goals and risk tolerance.
How do you work with nonprofit organizations?
We specialize in endowment management and sustainable funding strategies specifically designed for nonprofit organizations' unique financial needs and mission objectives.
What areas do you serve?
We primarily serve Central New York including New Hartford, Utica, Rome, Clinton, and Whitesboro, with clients beyond the region as well.
How often do you review investment portfolios?
We conduct regular portfolio reviews and financial plan reassessments to ensure alignment with evolving goals and market conditions.
Reviews (1)
Catrina Dibble
Oct 24, 2019
Report
When I sat down with Randy I immediately felt at ease. He helps set you on the right path and skips no steps in the process. Everything he recommended was specifically tailored to my current and future needs. What a difference it makes when you have a personal approach from someone you trust!