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Nine Questions to Answer Before You Retire

Our Retirement Planner eBook outlines vital questions to consider before you stop working.

The Investment Journey

How can you help increase the odds of having a positive investment experience with less stress over market fluctuations?

Forward-Looking Returns

Learn more about Modern Portfolio Theory and our investing methodology in our latest white paper.

How Financially Fit Are You?

Find out how you’re doing in 10 key areas 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.

Savant Wealth 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

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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Retired Couple Smiling After Retirement Planning

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

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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Solo

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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Janet Petran
Maureen Wright
Kyler P. Olson
Laura Daly

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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Our Services