Your Retirement Victory Lap
People in their 50s and 60s are now frequently blurring the lines between work and retirement by starting a transitional career. Could that be the right path for you?
Learn more about Modern Portfolio Theory and our investing methodology in our latest white paper.
The transition to retirement presents exciting experiences and complex decisions. Our Retirement Planner eBook outlines vital questions to consider before you stop working.
How Financially Fit Are You?
Find out how you’re doing in 10 key areas with our 3-minute online assessment.
New Look, Same Spirit
We recently unveiled a new name and updated brand to better reflect our bench of expertise and holistic approach. Learn more in our brand launch video.
We are committed to continuing to serve our Savant community during these challenging times. We are available via phone, email, and virtual meetings during business hours.
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.
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?
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.
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.
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.
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.
Get to Know Us
Savant Views & News
January 27, 2021
Investment research analyst Danny Noonan looks back at the recent strong performance of value stocks and discusses possible scenarios for 2021.
January 26, 2021
Does it make sense to buy company stock as part of your 401(k) plan? It may be beneficial from a tax perspective. Wealth strategy associate Alexander Strauss explains this tax strategy in his latest blog post.
January 25, 2021
Learn more about Modern Portfolio Theory and how we developed our investing methodology.
January 25, 2021
Health care continues to be one of the largest expenses in retirement. If you’re looking for a way to retire before age 65 and bridge the health coverage gap, this post presents a strategy using health care subsidies that can help reduce your expenses.
January 22, 2021
Thinking about retiring in 2021? A new year offers a fresh beginning to think about your retirement and the possibilities. It can feel exciting and overwhelming at the same time and you may have a lot of questions.
January 19, 2021
There are several moving parts to consider when handling a loved one’s estate. Wealth transfer specialist Mary Beth Brummond provides a helpful overview of some of the tax filings that may be required.