Assess Your Financial Health
Find out how you’re doing with our 3-minute online assessment.
Plan for the Unexpected
Life doesn’t always go according to plan. Learn what you can do to be financially prepared for “life’s contingencies.”
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.
Answer These Nine Questions Before You Retire
Our Retirement eBook outlines vital questions to consider before you stop working.
Savant Reaches Major Milestone
We are humbled and proud to announce we reached a major milestone in 2021: $10 billion in assets under management (AUM).
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
May 13, 2021
2020 taught us all that life can change dramatically in an instant. Whether you have an estate plan or would like to create one, you won’t want to miss this educational discussion with Mike Cyrs, senior director of wealth transfer, and Dominick Parillo, director of wealth transfer.
May 11, 2021
The proposed American Families Plan could increase tax liabilities for many families by changing the way estates are taxed. Mike Cyrs, senior director of wealth transfer, takes a closer look at the plan and presents possible tax planning strategies.
May 10, 2021
Favorable gift and estate tax rates through the Tax Cuts and Jobs Act are scheduled to sunset on December 31, 2025. Financial advisor Kevin Kingston addresses the possibility that this exemption may be reduced before the final sunset date.
May 10, 2021
As COVID vaccines become more accessible, the world is entering the early stages of a return to normalcy which is reflected in equity markets moving higher while volatility returns to pre-pandemic levels. Let's take a look at the data in May's edition of MarketWise!
May 9, 2021
In its simplest form, momentum investing means buying stocks that have recently performed well and selling those that have performed poorly. Danny Noonan, an investment research analyst, provides a high-level overview of this investing strategy.
May 7, 2021
Are you interested in using 529 college savings plans for your child or grandchild but aren’t sure if you know enough about them? Financial advisor Maureen Wright provides a helpful overview to get you started.
