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Wise Counsel
Wise Counsel –
Wise Counsel
By Your Side
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.
Wise Counsel –
Up Close and Personal
Whether you’re looking to retire comfortably, grow your wealth, or protect your assets, our case studies are designed to provide a sense of how we can help you pursue your financial goals. Although everyone’s situation is unique and there is no one-size-fits-all solution, they provide an inside look at how we strive to help our clients achieve their financial goals through our personalized approach.
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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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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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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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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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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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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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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Closing Day (Inspired by a True Story)
What’s it like to achieve your ideal future? For some people, the occasion brings a flood of memories, feelings of deep satisfaction, and excitement for the days ahead. Inspired by the true story of a Savant client, “Closing Day” shows you what it could potentially be like when the future you’ve dreamed of finally arrives.
Savant Views & News
June 6, 2023
Retirement is meant to be a relaxing time after years of hard work. Careful, tax-smart retirement planning can help protect your assets from unnecessary taxes and help set your mind at ease.
June 6, 2023
When it comes to managing your finances, it's easy to focus just on investments. While investment performance is undoubtedly crucial, a holistic approach to financial advice goes beyond the numbers.
June 3, 2023
When discussing estate settlement, the term "probate" frequently arises. Probate, as a legal process, ensures the systematic distribution of assets following someone's passing, but it can evoke mixed emotions among surviving family members.
June 2, 2023
The divorce process can be challenging. Once the divorce decree is final, the last thing you may want to do is more paperwork. That’s why so many divorcees lose sight of the critical step of updating their will.
May 31, 2023
Should you continue working with your parents’ advisor after inheriting their money? Here are some questions to ask yourself.
May 31, 2023
Despite cooling home prices in certain areas of the U.S., high interest rates and limited inventory are still driving up prices in desirable locations. To increase affordability of vacation homes, resort communities provide alternative options like timeshares or fractional ownership.
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