Michaela Sullivan
Wealth Manager, Savvy Wealth
Michaela Sullivan is a Wealth Manager at Savvy Wealth located in Denver, Colorado. She provides holistic and comprehensive wealth management to a dedicated practice of clients. She considers every part of a client's financial picture when she is providing advice and managing portfolios. She does not believe in a one-size-fits-all approach, and recognizes that we all have a different combination of goals and preferences, and no two situations are the same.
Ideal Client
Michaela's ideal client is someone who has $1M+ in investable assets, values advice and wants a long-term relationship with a financial advisor who they can trust. She also loves working with clients who are experiencing some sort of transition in their lives (e.g. approaching retirement, divorce, loss of a loved one), especially women.
Business Power Partners
CPAs and attorneys, especially estate planning attorneys. She also sends many referrals to these types of professionals along with insurance brokers.
Contact Information
michaela.sullivan@savvyadvisors.com
303-565-8967
Located in Denver, CO
What does SHE stand for?
SHE is more than a leads group - SHE Leads Group exists to support women in business development roles. SHE Members are women in business who appreciate the role many women have being a full-time caregiver to loved ones and advancing their full-time career or business. The letters “S H E” stand for Supporting Heart & Enterprise ®. Heart is our families, or anything near and dear and personal to us. Enterprise is our business or career. Members are expected to uphold the values and culture for which SHE stands. Every member of SHE Leads Group should desire to be a resource to each other. SHE Leads Group is more than just a leads group. We are a group of supportive women who truly want to help others in any way possible.