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Wise Counsel
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.
Splitting Up?
It’s no secret that divorce can negatively affect your financial picture, but anticipating potential pitfalls and imagining your ideal future can help you prepare for life after divorce. Download Savant’s Pre-Divorce Checklist to begin the process of organizing both your thoughts and your finances before your split becomes final.
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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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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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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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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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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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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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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Losing Sleep Over Your Retirement?
Rest easy with Wise Counsel by your side. Download our free Retirement Countdown Guidebook and learn 7 steps to prepare for a lasting retirement.
Savant Views & News
September 28, 2023
Savant Wealth Management has been recognized by Barron’s as one of the 2023 Top 100 Registered Investment Advisor (RIA) Firms. Savant earned the No. 31 spot, moving up from its No. 33 ranking in 2022 and No. 36 in 2021.
September 27, 2023
With the start of the fourth quarter comes the season of giving. If you’re thinking of donating to your favorite charity in Q4, here are some tips on how to make a difference while reducing the impact on your wallet.
September 27, 2023
What happens to your retirement accounts when you die? It can be easy to overlook this simple question. But it might be one of the most important decisions you need to make.
September 26, 2023
It’s not just about how long you live; it’s about how to ensure your financial security thrives throughout those years. Hear from some of Savant’s financial advisors about crafting a personalized plan for a secure future.
September 26, 2023
Lawmakers are busy this week ahead of a Sept. 30 deadline, hoping to pass a short-term funding measure to keep the government operational. What could this mean to you?
September 21, 2023
If you've been following the Fed this year, it's been like a rollercoaster with interest rates rising four times. We might find ourselves in a pause before the drop, but these breaks are crucial for evaluating monetary policy's impact on the economy and inflation.
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