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Wise Counsel
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Wise Counsel
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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.
Calculating the
Value of Advice
We believe developing a relationship with a trusted advisor can help you better understand the complexities of your financial life to make more measured and thoughtful decisions. But is it really worth it? In this 25-minute video, we discuss an industry-measured standard to help quantify the true value of hiring a financial advisor.
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 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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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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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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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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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
January 24, 2023
On January 19th, the U.S. hit its debt ceiling at a staggering $31.4 trillion. Raising the debt ceiling requires Congress to set a new limit. It appears we may be on track for heated discussions surrounding the debt ceiling this year.
January 23, 2023
If you're worried about markets and the economy, focus on what you can control and keep it simple. Here are three simple ways to direct your resources and your attention toward the things that matter to you.
January 23, 2023
We believe the quality of advice you receive can help make a big difference in your financial success. Whether you’re looking to invest, save for retirement, or simply create a budget, getting the right advice can help you make informed decisions.
January 23, 2023
The college application process is full of deadlines, essays, and extensive forms, not to mention the organizational skills needed to pull it all together. If you have a child who hopes to attend college one day, here are some tips to help make the process a little easier.
January 20, 2023
Although planning for the death of a spouse is unpleasant, the possibility of losing considerable income because your spouse passes away can be just as unpleasant. Proactive planning can help ease some of that strain.
January 18, 2023
If you will retire this year, you may already be well into planning your ideal future -- deciding how and where you’ll live, what hobbies and activities you’ll pursue, and determining how you’ll maintain your social network. But don’t forget these key areas.
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