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Wise Counsel
Calculating the
Wise Counsel
By Your Side
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 2, 2023
Patrick Lawlor has joined Savant Wealth Management as Head of Mergers and Acquisitions.
February 1, 2023
Are you tired of shivering during the cold winter months? Maybe you’re ready to join the leagues of retirees who migrate to a warmer climate when the first frost occurs each year.
January 31, 2023
Financial stress can be especially acute at the start of a new year, when most of us are setting financial goals and trying to get our finances in order. Here are some tips to help keep stress at bay.
January 31, 2023
In retirement, many people begin to think about their long-term financial plans. However, it's also a time when they consider their health and how it may decline in the future. Thoughtful preparation can help protect your assets and ensure that your loved ones can more easily carry out your final wishes.
January 31, 2023
Nearly a quarter of Americans prefer to take their vacations during the winter. But what if you’re retired and want to stay longer? Consider becoming a “snowbird."
January 31, 2023
Turning the page to 2023, it’s the land of the unknown. It’s fair to ask: “Will things get better?” In response, one could say -- it’s hard to imagine there’s much left that can surprise the markets.
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