Tax Strategies for the American Families Plan
The proposed American Families Plan is about to change the tax relief we have recently grown accustomed to.
Answer These Nine Questions Before You Retire
Our Retirement eBook outlines vital questions to consider before you stop working.
Discover the Research Behind and Benefits of EBI
Learn about evidence-based investing (EBI) in a way that best fits your style in our multi-media learning center.
Master the Balancing Act
Our eBook for Gen Xers can help you manage the goals that are vying for your attention.
Assess Your Financial Health
Find out how you’re doing with our 3-minute online assessment.
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?
Learn More
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.
Learn More
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.
Learn More
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.
Learn More
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
June 11, 2021
Through a combination of divorce and widowhood, almost 90% of women end up managing their finances alone at some point in their lives. This hour-long educational webinar will provide several tips to help you face the future with confidence.
June 8, 2021
Markets slowed in May as investors weighed inflation risks versus above-trend economic growth in the U.S. But international stocks, bonds, and alternatives continued pushing forward with positive returns. Just how have increases in debt impacted future returns historically? All that and more in June’s edition of MarketWise!
June 4, 2021
According to a recent Fidelity study, healthcare for a retired couple aged 65 will be approximately $300,000. Becoming aware of your options to fund this goal in retirement can help mitigate the possibility of having to give up your current lifestyle.
June 4, 2021
Financial advisor Maureen Wright looks at the two main purposes of a well-executed estate plan — protection and direction. This blog is the second installment of a three-part Cents of Self series about estate planning for women.
June 1, 2021
Finding a financial advisor can be a complicated and sometimes confusing process. Financial advisor Maureen Wright provides a list of important questions to ask and other considerations to help you narrow down the possibilities during your search.
May 28, 2021
When the unexpected happens, it’s best to have a backup plan in place. In this webinar, financial advisors Don Duncan and Allison Alexander will explain what you can do to be financially prepared.
