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New Logo, Same Spirit
Real wisdom is being nimble enough to adapt to the shifting sands under your feet while being true to your values and core principles.
Election season is kicking into high gear! As the daily news increases its constant stream of contradictory stories and opinions, you won’t want to miss Jeff Bush’s non-partisan overview of what’s happening in Washington and how it may affect your portfolio.
Financial Health Assessment
How Future Fit Are You?
Take Savant’s Financial Health Assessment to see how future fit you really are.
Best Practices for Volatile Markets
Maintaining Your Sanity During the Coronavirus Crisis
We are committed to continuing to serve our Savant community during these challenging times. We are available via phone, email, and virtual meetings during normal business hours.
Wise Counsel By Your Side
Life is complicated. There are a lot of moving parts and noise, which makes it easy to get distracted and allow your finances to drift off point. Success requires you to make sure that your valuable resources, your time, talent, and money are focused on what truly matters to you and your family. Since 1986, Savant Wealth Management has 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. If you think that most financial firms look, talk, and act alike and you’re looking for something deeper, more efficient and approachable, then we think you’re ready for our Wise Counsel.
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?
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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.
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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.
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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.
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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
September 30, 2020
With a presidential election on the horizon, it’s important to examine how Biden’s tax proposal may affect America’s top earners. Financial advisor Justin Smith takes a high-level look at Biden’s tax proposal to give you a concise overview.
September 10, 2020
It’s election season and some pundits are broadcasting their outlook for the markets based on a Republican or Democratic White House. Are markets really affected by election results? Danny Noonan addresses this question in his latest blog post.
September 2, 2020
Do you worry about having “bad timing” when planning your retirement? Theresa Harezlak talks about her experiences with clients and how to know if you are emotionally and financially ready to transition.
September 2, 2020
This assessment helps to highlight potential financial strategies, identify needless risk, and capitalize on available opportunities to closely align your actions with your ideal future.
September 2, 2020
Identifying the big winners of the stock market ahead of time is unlikely. And as such, it would be wise to focus on owning the haystack rather than searching for the needle.
August 25, 2020
Because of COVID-19, many are faced with the choice of returning to work or entering a forced retirement. If you’re faced with involuntary retirement, here are five things you should consider.
