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Wise Counsel
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Wise Counsel
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Savant Wealth Management is an independent, fee-only wealth management firm providing comprehensive financial advice and services to individuals, families, and businesses across the nation. 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.
Calculating the
Value of Advice
We believe developing a relationship with a trusted advisor can help you better understand the complexities of your financial life to make more measured and thoughtful decisions. But is it really worth it? In this 25-minute video, we discuss an industry-measured standard to help quantify the true value of hiring a financial advisor.
By Your Side on Life’s Journey
Transition 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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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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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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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).
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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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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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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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Closing Day (Inspired by a True Story)
What’s it like to achieve your ideal future? For some people, the occasion brings a flood of memories, feelings of deep satisfaction, and excitement for the days ahead. Inspired by the true story of a Savant client, “Closing Day” shows you what it could potentially be like when the future you’ve dreamed of finally arrives.
Savant Views & News
February 7, 2023
Ongoing rate increases can feel quite overwhelming. It is easy to get caught up in the numbers, but what does this really mean for the average consumer? There are several ways this may affect your everyday life.
February 7, 2023
Year-round tax planning can help reduce the pressure you may feel at tax time. Tax planning involves developing and implementing long-term strategies to help ensure you’ll pay the least amount of taxes over your lifetime, rather than in any given year.
February 7, 2023
Money can be a sensitive topic in any relationship, but with some effort and communication, couples can work together to ensure they are on the same page about money and make their financial lives easier.
February 7, 2023
Many investors rely on bonds as a core component of their asset allocation for income and stability. This research brief explores the opportunities and risks bonds can offer investors and their potential fit in a broadly diversified portfolio.
February 6, 2023
In 1978, sportswriter Leonard Koppett created the “Super Bowl Indicator,” or SBI, which is based on this principle: If the NFC team, in this case, the Philadelphia Eagles, defeats the AFC team, the Kansas City Chiefs, the stock market will finish higher in the upcoming year. If the AFC team wins, we can expect a decline for the coming year.
February 6, 2023
In a potentially high-stakes situation like divorce, sometimes it helps to work with a professional who has specialized knowledge of the divorce process. A Certified Divorce Financial Analyst®, or CDFA®, is a professional who helps individuals navigate the financial complexities of divorce.
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