Our passion is to help people make the best financial decisions so they can live the life they aspire to live
Fiduciary Advisors Optimizing Each Aspect of Your Wealth
Khoury Private Wealth is built on the vision of serving as our clients' Chief Investment Officer (CIO), solely focused on bringing together the different areas of your wealth. We create integrated wealth management strategies that make sure your portfolio, financial plan, and tax strategy all work together in harmony, moving you closer to your goals. We are committed to enhancing the financial well-being of individuals and their families, businesses and their employees and nonprofit organizations through objective advice and oversight.
Our deliberately low average client-to-advisor ratio means our advisors have time to become completely immersed in your world. We have the resources to help you take your goals even further and the time to shape the experience entirely around you.
Our Team
John A. Khoury, MSF
Principal Wealth Manager | Email Me
23+ years
Experience
Education
+BS in finance
+MS in financial planning
+Certificate in financial planning
Licenses
+Series 7
+Series 66
+Life & Health Insurance
Families Served
350+
Team Members
Research Analysts
Trust & Estate
Business Succession
Client Service
Powered by Savvy Wealth
Intelligent financial planning
Cutting edge technology for tax optimized investing
Access to Alternative Investments
A seamless balance of experience, technology, and service.
Powered by Savvy Wealth's technology
Senior Wealth Manager is your primary advisor
Client Service Specialist
Experience Wealth Management, Redefined
Savvy's team comprises exceptional and seasoned financial advisors. We are ready to offer personalized assistance in crafting bespoke financial plans that perfectly align with the unique needs and goals of each client. Experience the difference that a modern, personalized approach to wealth management can make for your financial future.
Join our community of high net worth clients and enjoy a robust platform of investment opportunities, dedicated financial advisors, and state-of-the-art technology designed to help you preserve and grow your wealth.
Easily track your investments, access real-time information, and monitor your progress towards your goals.*
*Illustrative purposes only. Performance is not guaranteed
Modern wealth management powered by
Keep an accurate, real-time view of your wealth.
Manage your relationship with your Wealth Manager in one place:
Schedule meetings
Send a secure email
Manage tasks assigned to you by your advisor
Upload files for your advisor to review
Safeguarding our client's assets is our top priority
That's why we chose Charles Schwab & Fidelity as our trusted custodians.
Investments insured by SIPC and Excess SIPC within Schwab & Fidelity accounts
Your data is encrypted when stored and on the move
Your money is backed by a trusted custodian, Charles Schwab or Fidelity
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.
