WE Financial Group

Smara Savoy is a financial advisor at WE Financial Group with a Series 65 credential and one year of industry experience. Prior to joining WE Financial Group, Savoy worked at Oui Financial and was self-employed. Before transitioning to finance, Savoy spent nine years at Nestlé USA. WE Financial Group provides discretionary investment management, financial planning, and estate-planning coordination for individual and high-net-worth clients. The firm employs a blend of fundamental, technical, and cyclical analysis, utilizing both long-term and short-term strategies, including options-based approaches and third-party managers.

Guillaume Decalf is a financial advisor at WE Financial Group with seven years of industry experience. He holds a Series 65 designation and has worked at Bluegrasshopper, Oui Financial, and Fitbit. Outside of his advisory role, he provides product feedback and strategic recommendations for several technology and marketing platforms, including Blue Grasshopper and an AI meeting script platform. WE Financial Group offers discretionary investment management, financial planning, and estate-planning coordination for individual and high-net-worth clients. The firm employs a blend of fundamental, technical, and cyclical analysis with both long- and short-term strategies, including options-based approaches and third-party manager engagements.

Nicolas Benit is a financial advisor at WE Financial Group with a Series 65 designation and experience in financial services since 2014. His prior roles include positions at Banque Courtois and La Banque Postale, and he is the owner and director of SASU GESTPAT, a financial advisory business in France focused on helping clients with financial planning. WE Financial Group provides discretionary investment management, financial planning, and estate-planning coordination for individual and high-net-worth clients. The firm employs a blend of fundamental, technical, and cyclical analysis, utilizes complex option strategies, and offers educational workshops alongside its investment services.

Lindsey Swanson is a CFP® professional with six years of industry experience, currently serving at WE Financial Group. Her prior roles include positions at Brio Financial Group, Real Estate Wealth Planning, and several other financial firms. Outside of advising, she has been involved with Scoops of Vanilla, indicating entrepreneurial activity beyond finance. WE Financial Group provides discretionary investment management, financial planning, and estate-planning coordination primarily for individual and high-net-worth clients. The firm employs a combination of fundamental, technical, and cyclical analysis, utilizing both long- and short-term strategies, including options-based approaches and third-party managers for specialized mandates.