Planning for the future is all about perspective.
Savant Wealth Management offers a comprehensive focus, including tax and estate planning, aligned with your best interests.
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Ready to Build Your Ideal Future?
Your goals are important, and when it’s time to partner with a financial advisor, you want a firm with the resources to handle even the most complex financial situations with wisdom and compassion. Here are five reasons we believe Savant should be your first call.
Envision Your Ideal Future with Savant’s Wise Counsel
On the journey to your ideal future, you need a partner you can trust – a guide who sees the world through your lens, knows your perspective, and always places your interests first. As a fiduciary, Savant is required to act in your best interests. We are committed to offering comprehensive wealth management designed to reflect what’s most important to you and your family. That’s Savant’s Wise Counsel by your side.
Why Work with Savant?
The financial advice industry can seem complex, even opaque. At Savant, we strive to make your experience meaningful. Here’s what you can count on when you work with us:
- We take a holistic view of your situation, and offer services that other advisors don’t — like tax planning and estate planning.
- We don’t sell financial products, and don’t take commissions.
- We are a fiduciary, providing advice in your best interests.
- We are majority employee-owned and founder-led, so your satisfaction is of the utmost importance.
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Savant By the Numbers
16,100+
Clients Served
1986
Year Established
42
Savant Offices
175
Employee Member-Owners
$28B+
Assets Under Management
As of October 1, 2024
Savant Views & News
October 11, 2024
Even the closest families can be fractured by disagreements after a loved one's passing. This is especially true when it comes to inheriting assets. While you might imagine your children getting along seamlessly, it's important to plan for all possibilities.
October 9, 2024
Transitioning from private, employer-provided healthcare to Medicare can feel like an intimidating proposition. But investing time to learn the basics can help you feel more comfortable.
October 2, 2024
Are you tired of getting surprised with a large tax bill every year because of your stock-based compensation? You're not alone. Busy executives like you juggle a million things, and tax planning often gets pushed to the back burner.
October 2, 2024
Retiring early, usually prior to age 65, can present a unique set of circumstances. Remember to keep in mind how it may affect accessing funds, securing healthcare, and planning for a longer retirement period.
September 30, 2024
Doing your homework before donating can not only help disaster victims quickly and effectively; it can also help you feel you’ve truly made a difference.
September 26, 2024
Fall is prime time for charitable giving, but before you write any checks, consider these two strategies that could help benefit you and your favorite causes. We'll explore donating appreciated stock and leveraging Qualified Charitable Distributions (QCDs) from your IRA.