Ken Savage

As a Financial Advisor/Investment Advisor Representative with over two decades of experience, I have dedicated my career to helping clients develop sound financial portfolios that minimize risk to their principal investment. Throughout my more than 20 years in the industry, I have honed my skills and knowledge in order to provide my clients with the best possible financial guidance and support.

Education: Bachelor of Science in Economics/Minor in Finance, University of North Carolina; Bachelor of Science in Geography, Old Dominion University

Business Experience: I have been a Financial Advisor since the late 90’s and began my career with Morgan Stanley/Dean Witter, where I proudly trained in the South Tower of the World Trade Center. I have been serving clients in North and South Carolina, Pennsylvania, New Jersey, New York, Maryland, Virginia, and Hawaii for more than two decades. During this time, I have helped my family of clients navigate through what I believe has been the most precarious minefield of investing in recent times, including Y2K/Dot-com Bust, the Mortgage Crisis of 2008, the Corona Virus of 2020, and the recent volatile inflation-based downturn of 2022, comparable only to what any investor had experienced since the two decades following the Great Depression.

Resources: I utilize a diverse range of trusted sources to stay informed about the latest economic and investment trends. These include industry leaders like Franklin-Templeton, JP Morgan, Fidelity, BlackRock, The Federal Reserve Data Base (FRED), Allianz, MetLife, Morningstar, and Charles Schwab (Independent and Unbiased Research), whose expertise and access to cutting-edge data enable me to provide my clients with the most advanced and timely information for their financial success. I am not beholden to any Wall Street investment bank attempting to push any random investment they might be currently promoting, and the only thing I care about is the welfare of my clients and providing them with a clear path to their financial goals.

Specialties: Wealth Accumulation and Preservation, Retirement Income Planning, Hedge Funds, Market Neutral Investments, Tax-Advantaged Investments, Municipal Bonds, Estate Planning, Annuities, 401k Plans, 401k/403b Rollovers, Life Insurance, 529 College Saving Plans and Medicare Supplemental Insurance.

In addition to my professional expertise, I am proud to say that I live in Wilmington, NC with my loving wife and our cherished little Shih Tzu. Born and raised in the Northeast, my wife and I feel incredibly fortunate to now call this beautiful coastal community our home. The weather here is simply divine, and the community is filled with warm and caring individuals. If you're interested in learning more about my financial services, I invite you to visit my website at www.savagecapitalmanagement.com, or you can reach me directly at (910) 599-2182 or via email at kensavage@weg1.com. I look forward to the opportunity to work with you and help you achieve your financial goals.