INSTITUTIONAL MANAGEMENT
From foundations and endowments to corporate reserves, we guide institutions through complex financial decisions with precision and care. Our solutions emphasize capital preservation, risk management, and mission-driven growth.
Foundations & Endowments
Disciplined investment strategies designed to preserve capital, generate sustainable income, and support long-term mission objectives. Our approach balances growth potential with prudent risk management to help ensure funding stability across market cycles.
Family Office Services
Delivering comprehensive investment oversight and strategic wealth management for single and multi-family offices. Our services integrate portfolio management, tax efficiency, and estate coordination to preserve and help grow multi-generational wealth.
Corporate Cash & Reserves
Helping businesses optimize excess cash by implementing tailored, liquidity-focused investment strategies that prioritize safety and accessibility. Our solution aims to target enhanced returns without compromising operational flexibility.
Address
Wichita, KS
Serving Families Across the USA
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Jason Craine is an investment adviser representative with Savvy Advisors, Inc. (“Savvy Advisors”). Savvy Advisors is an SEC registered investment advisor. Cedar+Sevens, LLC is a licensed insurance agency. Cedar+Sevens, LLC, Cedar+Sevens Private Wealth, Cedar+Sevens Private Assurance, Cedar+Sevens Family Transitions, and Cedar+Sevens Legacy Suite are business names used for marketing purposes only and are not separately registered as investment advisor firms. All advisory services are offered through Savvy Advisors. Cedar+Sevens Private Assurance is a business name used for marketing insurance products through Highland Capital Brokerage. Highland Capital Brokerage is not related to or affiliated with Savvy Advisors. Savvy Advisors is not an insurance brokerage. Cedar+Sevens Legacy Suite provides access to wealth.com, a digital estate planning platform which guides clients to draft their own estate planning documents. Cedar+Sevens Legacy Suite does not provide legal advice. Wealth.com and Savvy Advisors are not related or affiliated, nor does Savvy Advisors offer legal advice. Cedar+Sevens Family Transitions is a business name used for offering collaborative divorce arrangements. This activity is also outside of Savvy Advisors. To learn more about Jason Craine's outside business activities and conflicts of interest, you may request a copy of his ADV Part 2B by contacting Savvy: lisandra.wilmott@savvywealth.com.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.