Investment Review & Market Outlook
In this live webinar, we’ll look back at 2020 and share some perspective on what to expect for 2021 and beyond.
Your Retirement Victory Lap
People in their 50s and 60s are now frequently blurring the lines between work and retirement by starting a transitional career. Could that be the right path for you?
The transition to retirement presents exciting experiences and complex decisions. Our Retirement Planner eBook outlines vital questions to consider before you stop working.
How Financially Fit Are You?
Find out how you’re doing in 10 key areas with our 3-minute online assessment.
New Look, Same Spirit
We recently unveiled a new name and updated brand to better reflect our bench of expertise and holistic approach. Learn more in our brand launch video.
We are committed to continuing to serve our Savant community during these challenging times. We are available via phone, email, and virtual meetings during business hours.
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
January 22, 2021
Thinking about retiring in 2021? A new year offers a fresh beginning to think about your retirement and the possibilities. It can feel exciting and overwhelming at the same time and you may have a lot of questions.
January 19, 2021
There are several moving parts to consider when handling a loved one’s estate. Wealth transfer specialist Mary Beth Brummond provides a helpful overview of some of the tax filings that may be required.
January 15, 2021
With the proliferation of technology, many retirees are increasingly targeted in financial scams. Building awareness of the common risks can help protect them from playing into the hands of cyber criminals.
January 7, 2021
Finding the appropriate mix of insurance policies to protect your financial life can feel like a daunting task. Financial advisor Dave Huber highlights some key points to help you understand the basics of insurance.
January 7, 2021
In January's edition of MarketWise, find out which sub-asset class led the way in the fourth quarter and which year, if any in history, was volatile as 2020 for U.S. stocks!
January 5, 2021
Do you have questions about making the most of your employer-sponsored retirement savings plan? Financial advisor Will Gunlicks explains several important decisions you’ll need to make when you set up your account.
