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New Logo, Same Spirit
Real wisdom is being nimble enough to adapt to the shifting sands under your feet while being true to your values and core principles.
Financial Health Assessment
How Future Fit Are You?
Take Savant’s Financial Health Assessment to see how future fit you really are.
Best Practices for Volatile Markets
Maintaining Your Sanity During the Coronavirus Crisis
We are committed to continuing to serve our Savant community during these challenging times. We are available via phone, email, and virtual meetings during normal business hours.
Wise Counsel By Your Side
Life is complicated. There are a lot of moving parts and noise, which makes it easy to get distracted and allow your finances to drift off point. Success requires you to make sure that your valuable resources, your time, talent, and money are focused on what truly matters to you and your family. Since 1986, Savant Wealth Management has focused on one key principle—that all financial advice should be made strictly in the best interest of the client. But it goes beyond that. We are committed to helping our clients pursue peace of mind through the collective insight, wisdom, and perspective that we offer. If you think that most financial firms look, talk, and act alike and you’re looking for something deeper, more efficient and approachable, then we think you’re ready for our Wise Counsel.
The People We Serve
Our clientele come from diverse backgrounds but hold common values and priorities. They are devoted to caring for their family members and loved ones. They work hard but also make time for varied investments and building family relationships and memories. They look for ways to help others, especially their loved ones. And, they are dedicated to ensuring the well being and success of their family. These common roots are found throughout all our families, regardless of life stages.
Accumulator
Saving & Building Your Wealth
While juggling your commitments, you start to wonder if you’re managing your finances as you should. Will you have enough to retire or send the kids to a top school?
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Retiree
Transitioning Into Retirement
Retirement isn’t a one-day event; it’s a multi-year process as you move beyond work. You’ve worked hard and saved a considerable nest egg, but there are many moving parts.
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Diversifier
Diversifying & Protecting Your Life’s Work
You’ve worked hard to build your career and your business. Retirement may look different for you; the complexities of monetizing your business require specific expertise.
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Suddenly Solo
Taking Control of Your Wealth After Divorce or Loss of Your Spouse
Transitioning from living as a couple to managing on your own can be complicated. Taking control and picking up the pieces can be a bigger job than you bargained for.
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The Right Team
At Savant, our team members share a common passion - serving our clients - and they do so with the highest level of integrity and care. We take great pride in our team, combining hand-picked individuals with the knowledge, talent, and wisdom to help build your ideal future.
Our Services
Savant Views & News
August 6, 2020
We're excited to introduce MarketWise! Through this monthly chart pack, Savant Wealth Management's Investment Research Team will provide insights on current events & the economy, performance & performance drivers, as well as historical perspective.
August 6, 2020
Rob Morrison talks about how you can put your intellectual capital to work by pivoting to a transitional career (a victory lap career) as you approach retirement age.
August 3, 2020
The decision to withdraw from your 401(k) is not easy. The CARES Act allows more flexibility to those in need, but it still may be difficult to know if it is the right choice for you.
July 17, 2020
In this guide, we examine five things that you can’t do and five things that you can do as we navigate this crisis. With this knowledge, you can find ways to take proactive steps to improve your financial health while avoiding costly missteps.
July 14, 2020
Andrew Welp reviews the challenges of naming a family member as a trustee and outlines an alternative: incorporating a corporate trustee.
July 13, 2020
In this webinar, Chief Investment Officer Phil Huber and Director of Investment Research Gina Beall provided perspectives and insights related to the first half of 2020. You can watch the recording here.
