Planning for the future is all about perspective.
Savant Wealth Management offers a comprehensive focus, including tax and estate planning, aligned with your best interests.
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At Savant Wealth Management, we help successful individuals, families, and institutions navigate the complexities of wealth and asset management with clarity and confidence. Our experienced in-house team of financial advisors offers comprehensive, strategic guidance across all areas of wealth management—including investment guidance, financial planning, tax and business consulting, estate planning, trust services, and family office support. As a fee-only, fiduciary firm, we’re committed to putting your best interests first—always. And wherever life takes you, Savant Wealth Management is by your side, providing Wise Counsel when you need it most.
Experience and Recognition
17K+
Clients Served
1986
Year Established
50
Savant Offices
238
Employee Member-Owners
$39.6B+
Client Assets – AUM & AUA*
As of 02/28/2026
*Company statistics as of 12/31/2025. Client assets refers to client assets under management (AUM) $38.1b and client assets under advisement (AUA) $1.5b.
Savant's Financial Views & News
How to Get the Most out of TIAA Traditional in Today’s Retirement Landscape
Working with a financial advisor who understands the complexities of TIAA Traditional can help you design a retirement plan that can help meet your income needs, provide a financial safety net, and preserve your ability to maintain control of your assets—and potentially pass them on to heirs.
Before Reacting to Recent Market Volatility, Look at These Three Long-Term Reality Checks
Recent market volatility and troubling headlines out of the Middle East can make investing feel more stressful and personal, especially as we get older and our financial decisions carry more weight. During times like these, perspective matters.
Don’t Sabotage Your Financial Future by Overbuying on a Home
Thinking of upgrading your home? Learn why overspending can jeopardize retirement and how smart planning keeps your financial future secure.
RSUs and California Tax
California tax laws, including a new one in 2024, have a large effect on the many tech professionals who call the state home. If you’re one of them, it’s essential you understand both the federal and state rates and rules. Read on to learn more.
Explore our articles and market commentary.
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By Your Side on Life’s Journey
Navigate the Challenges of Divorce
Whether you’re contemplating divorce, working through the process, or recently received your decree, chances are your financial situation is transitioning.
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Transitioning Into Retirement
Many people spend more time planning for a vacation than their retirement. With a clear vision and a thoughtful, detailed plan, the next phase of your life can be successful and fulfilling. What does the next chapter hold for you?
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Avoid a Big Tax Bill
It’s not about how much you make; it’s about how much you keep after taxes. That’s why we believe that tax planning is a critical component of wealth management.
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Maximize Your Equity Compensation
Few executives have the time or energy to effectively manage the intricacies of their own compensation package and personal wealth.
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Sell a Business
Whether you’re looking to transfer ownership to a family member, reward key employees with ownership, or sell the company outright, monetizing your business requires specific expertise.
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Rebuild Your Life After Losing a Spouse
Even with the support of family and friends, transitioning from being a part of a couple to living on your own comes with significant emotional and financial challenges.
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Rethink Work and a Traditional Retirement
After spending many years sprinting on the corporate treadmill, many professionals and executives are searching for a more balanced alternative. Are you ready to start working and living on your own terms?
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Roll Over a 401(k)
If you’re in the middle of a job change, you may be wondering what to do with the money you’ve invested in your 401(k).
401(k) RolloverReady to build your ideal future?
As your financial picture becomes more complex, you need a financial advisor with access to the specialists and resources who can help build your ideal future. Our team includes a growing list of knowledgeable professionals who work with divorcees, university professionals, public company executives, family caregivers, and more. But that’s not all! Learn the five most important reasons why we believe Savant should be your first call.
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Please note: Savant Wealth Management (“Savant”) does not solicit nor provide advisory services via off-channel communications (i.e.: WhatsApp, Signal, Telegram, etc.) Should you receive any off-channel communications claiming to be from Savant, consider these communications to be illegitimate. Please feel free to contact Savant should you have any questions.