Answer These Questions Before You Retire
Our Guidebook outlines vital questions to consider before you stop working.
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Master the Balancing Act
Our eBook for Gen Xers can help you manage the goals that are vying for your attention.
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Savant is now in six states with 19 different office locations to better serve you!
Wise Counsel By Your Side
Savant Wealth Management is an independent, fee-only wealth management firm providing comprehensive financial advice to individuals, families, and businesses across the nation. Since 1986, we have 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. That’s Wise Counsel by your side.
Wherever You Are, Savant Can Help
Life is complicated. There are many moving parts and noise, which makes it easy to get distracted and allow your finances to drift off point. To get back on course, you need to make sure your resources, time, talent, energy, and money are focused on what truly matters to you and your family. Our team is dedicated to helping our clients wherever they are in life.
Building & Saving Your Wealth
Building & Saving 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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Nearing & Living In Retirement
Nearing & Living In 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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Experiencing Divorce or Loss of a Spouse
Experiencing Divorce or Loss of a 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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Diversifying & Protecting Your Life’s Work
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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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.
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Savant Views & News
August 4, 2021
President Biden recently unveiled his newest proposal - The American Families Plan (AFP), an ambitious $1.8 trillion package aimed at vaulting education, childcare, and paid family leave. Michael Cyrs, senior director of wealth transfer, provides more details about the proposed plan.
August 3, 2021
People of many faiths choose to tithe for various reasons. If you contribute to your place of worship in this way, it may be worthwhile to consult a financial advisor to see how it fits with your retirement plan.
August 3, 2021
International small value stocks have played an important role in portfolios over the past 50 years by providing strong returns and diversification benefits to global investors. Investment research analyst Jonathan Fuller outlines the reasons why investors may want to consider allocating a portion of their portfolio to international small cap stocks.
August 2, 2021
Financial Advisor, a leading financial trade publication, has ranked Savant No. 43 in its 2021 RIA Ranking. This is the 13th consecutive year Savant has made the list.
July 27, 2021
Savant's Chief Investment Officer Phil Huber and Director of Investment Research Gina Beall provide a mid-year market update and outlook.
July 26, 2021
In gymnastics, flexibility is key. Athletes train their bodies to stretch and adjust to changing speed and movement with total control and grace. Gold medal estate planning, in many ways, is no different.
