Savant Wealth Management

By Your Side on Life’s Journey

Transitioning Into Retirement

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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Experiencing Divorce or Losing a Spouse

Navigate the Challenges of Divorce and Widowhood

Whether through divorce or the death of your spouse, going from part of a couple to being on your own comes with significant emotional and financial challenges.

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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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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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Rethinking Work

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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Avoiding a Big Tax Bill

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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Selling a Business

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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Seek a Second Opinion

Whether you’re thinking about hiring a professional, looking for a new financial advisor, or just curious, it never hurts to get a second opinion.

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Our Services

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.

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