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.
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
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?
Learn More
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.
Learn More
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.
Learn More
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.
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
February 26, 2021
If you haven’t thought about adapting your business for life after COVID-19, now is the time to start. Here are 10 things to consider as you prepare your business for post-pandemic life.
February 26, 2021
The balancing act of managing your family’s finances is a common challenge for Gen X.
Join a webinar that outlines five things you can do now to help balance everything and get on track: Build a solid financial plan, plan for education, budget and save, balance your retirement plan with the needs of your family, and look to the future.
February 26, 2021
We're proud to announce that Jakob Loescher has been named to the Forbes’ Best-in-State Wealth Advisors List.
February 25, 2021
Have you reviewed your employer’s benefit plan lately? If not, you may be leaving money on the table. Financial advisor Chris Ruedi looks at several common benefits that may warrant a closer look.
February 19, 2021
This paper introduces the methods and conclusions of Evidence-Based Investing and relates how an investor can best capture market gains while avoiding the pitfalls of conventional approaches. In doing so, this paper will demonstrate the tangible benefits of a scientific approach for the individual investor.
February 18, 2021
Savant welcomes Julie Pipitone, SPHR, as our Director of Talent.
