Reinvent the way you experience wealth
A more specialized approach to managing wealth. Serving clients in greater Boston, MA and beyond.
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At Khoury Private Wealth, we don't just manage your wealth, we help maximize your impact. Your personal Wealth Manager, backed by a team of specialists, learns your goals and values, and curates solutions that align with them. With unmatched resources and guidance, we have a pulse on today and tomorrow.
Our clients are empowered, supported, and respected. This is the wealth management experience we've encompassed for the last 20 years and want you to have.
Modern, human financial advice
Fiduciary advisors
As fiduciary advisors, we are dedicated to our clients and held to the highest standards. Our client's best interests are always our priority.
Technology driven
Savvy combines technology with real-world financial expertise to offer you more freedom and peace of mind. By pairing modern technology with experienced wealth managers, we are able to increase efficiency and service for our clients and advisors.
Tax-smart investments
We are dedicated in creating tax-smart investment plans that allow our clients to keep more of what they earn. We utilize direct indexing, tax-loss harvesting, and work closely with tax professionals to minimize tax-drag.
Curated investments
Expertly curated investment portfolios are tailored to align with your unique financial goals and preferences, ensuring that your investments are specifically designed to meet your individual needs and aspirations.
Personalized financial roadmaps
When you sign up with one of our Wealth Managers you receive a personalized financial roadmap tailored to your unique goals, designed to assist you in growing and safeguarding your assets for a secure financial future.
Dedicated investment team
Not just one wealth manager, but a fully dedicated investment team goaled on your financial success. Our investment team supports your portfolio through quarterly reviews and research-backed guidance.
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What we do
You define freedom. We’ll design the path to help you get there.
From financial planning to retirement planning and everything in between, our guidance is designed with one goal in mind: to help you find your freedom.
John A. Khoury, MSF
Principal and Senior Wealth Manager | Email | (617) 363.9959
Experience
Education & Licences
23+ years of wealth management experience
Extensive work with families, corporations, partnerships, and foundations
Oversees over $1b in portfolio assets
Financial and retirement planning, investment management, insurance planning, education planning
BS in Business/Finance University of Massachusetts
MS in Financial Planning University of Nebraska
Graduate Certificate in Financial Planning, University of Nebraska
Series 66 and 7 licenses
Life, accident, and health insurance License
Our team
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Safeguarded by Fidelity & Schwab
Savvy combines advanced technology with real-world financial expertise to help you live the life you’ve always aspired to live.
Savvy Wealth is a technology company that has developed a digital-first platform for financial advisors centered around modernizing human financial advice. Savvy Wealth is the parent company of Savvy Advisors inc. (“Savvy”) a registered investment advisor. Financial advisors who partner with Savvy, leverage Savvy Wealth’s purpose-built, technology-powered, integrated technology platform to help supercharge wealth management.
Client assets are held at Fidelity or Schwab for custody services and Asset Protection. Learn more about Schwab Alliance by watching a short video below.
Request an appointment
In 30 minutes we can get to know you – your situation, goals and needs – then set the steps to helping you pursue true wealth.
Contact
John Khoury, of Khoury Private Wealth, is a registered investment advisor affiliated with and employed by Savvy Advisors, Inc. Savvy Advisors, Inc. (“Savvy") is an investment adviser located in New York, NY. Savvy Wealth Inc is a tech company and the parent company of Savvy Advisors Inc. This website includes information about Savvy Wealth Inc and Savvy Advisors. Savvy Advisors is an SEC registered investment adviser. Registration does not imply any specific level of skill or training and doest not constitute an endorsement of the firm by the Commission. Savvy Advisors may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Diversification does not guarantee a profit or protect against loss.
