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

24+ years

Experience

Education

BS in Finance | UMASS

MS in Financial Planning | U of Nebraska

Certificate in Financial Planning

Families Served

350+

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.

As part of that team, John Khoury brings a highly personalized, client-first approach shaped by more than two decades of experience. John is a Principal Wealth Manager with 24 years experience advising families, business owners, and organizations. He is passionate about providing fiduciary advice and simplifying complex wealth management challenges for his clients.

John specializes in guiding clients through key life and financial transitions, including retirement, business sales and liquidity events, college planning, divorce, and the loss of a loved one.

Prior to joining Savvy in 2023, John spent 15 years at Charles Schwab as a Vice President, Senior Financial Consultant, advising more than 400 high-net-worth clients and overseeing over $300 million in advisory relationships. Earlier in his career, he was a Vice President, Financial Consultant at Fidelity Investments for eight years.

John lives in Boston’s MetroWest with his wife and three children. In his free time, he enjoys sports, family activities, and giving back to his community through local educational and charitable organizations.

Easily track your investments, access real-time information, and monitor your progress towards your goals.*

*Illustrative purposes only. Performance is not guaranteed

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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

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