About

About Louis Green

Louis Green, CFP®, CFA

Founder & Wealth Advisor

I help people approaching retirement turn what they’ve spent decades building into a retirement plan they can actually use.

I founded Prestiq Wealth because I wanted to bring greater clarity, objectivity, and genuine partnership to retirement planning. That vision was shaped by my father, an accountant in Brooklyn, who spent years helping neighbors and friends make sense of their finances and prepare for retirement.

The advisor you meet is the advisor you work with. You’ll work directly with me, every step of the way.

Who is Louis Green?

Louis Green is a CERTIFIED FINANCIAL PLANNER™ professional and CFA charterholder based in Brooklyn, New York, working with clients nationwide. He is an investment adviser representative of Savvy Advisors, an SEC-registered investment adviser. Prestiq Wealth is the name he practices under.

Credentials

Two designations. One advisor for your full picture.

Most people end up with a planner who doesn’t manage the money, or a manager who doesn’t do the planning. Holding both means the two can’t drift apart.

CFP®

CERTIFIED FINANCIAL PLANNER™

Certification covering comprehensive financial planning, retirement income, taxes, estate, insurance, education and goals, held to a fiduciary standard by the CFP Board.

CFA

Chartered Financial Analyst

The Chartered Financial Analyst (CFA) designation covers investment analysis, portfolio management and professional ethics, requiring three examinations and several years of qualified investment experience.

How this is structured

Prestiq Wealth is my practice. Savvy Advisors is the firm behind it.

Working with an individual advisor shouldn’t mean working with an individual’s back office. So here’s exactly how it fits together.

I’m an investment advisor representative of Savvy Advisors, Inc., an investment adviser registered with the SEC. Savvy provides the compliance oversight, technology, trading, billing and operational infrastructure. Prestiq Wealth is the name I practice under. It’s a marketing name, not a separate registered firm.

Your assets are never held by Prestiq Wealth. They sit with an independent qualified custodian, primarily Charles Schwab & Co. or Fidelity’s National Financial Services where you can log in and see them for yourself at any time.

What that means in practice: you get one advisor who knows your whole situation, with a real firm’s infrastructure behind him. Personal advice backed by a full-service team, without the call center experience.

The firm behind the practice

Savvy Advisors, Inc.

SEC-registered investment adviser · CRD 318493

Approximately $5.0 billion

Regulatory assets under management, per Savvy’s Form
ADV annual amendment, March 2026

Schwab & Fidelity

Independent qualified custodians holding client assets

Fiduciary standard

Required to act in your best interest when providing

What you can expect

How I work.

Fiduciary

Required to act in your best interest and put your interests ahead of mine when giving advice.

Objective

Recommendations start with your plan, not with a product. Where a conflict exists, I'll name it.

Personal

One advisor from the first call onward. You won't be handed to a service team.

Focused

Retirement and the decisions that surround it. That's the work I do best.

Coordinated

Every part of your financial life planned together, because the pieces affect each other.

Retirement is complex. My job is to connect the dots, simplify the decisions, and help you move forward with confidence.

Let's see if we're the right fit.

Schedule a complimentary conversation to see whether Prestiq Wealth is the right fit for your retirement planning, investment management, and tax strategy needs.