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?
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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
March 5, 2021
Coronavirus cases have continued to fall as vaccinations rise heading into the spring. Meanwhile, the market kept roaring in February as small value stocks led the market surge. But what does the growing pile of debt mean for investors? Are value stocks still attractive after their strong outperformance the past few months? All that and more in this month’s edition of MarketWise!
March 5, 2021
Most investors are familiar with the sage advice to “buy low and sell high.” But what happens if the market approaches another record? Senior investment research analyst Eamon Verdone looks into this question and provides historical context.
March 3, 2021
As college tuition costs continue to increase, it’s more important than ever to start saving as early as possible. Financial advisor Maureen Wright provides more information about the background and benefits of 529 college-savings plans.
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. This video 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.
