Gear Up for Retirement
Our Retirement Countdown eBook will help you focus on what needs to get done when you’re within five years of retiring.
Get a Financial 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.
Assess Your Financial Health
Find out how you’re doing with our 3-minute online assessment.
Introducing Resources for University Professionals
Filbrandt, which works exclusively with university leaders to manage their unique financial assets, is now part of Savant.
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.
By Your Side on Life’s Journey
Transitioning
Into Retirement
With the right plan in place, the next phase of your life can be successful and fulfilling. What does the next chapter hold for you?
Learn More
Seeking 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.
Learn More
Avoiding 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 integrate tax planning into our approach to wealth management.
Learn More
Rolling Over a
401(k)
If you have a 401(k) and are changing jobs, you may be wondering what to do with the money you’ve invested.
Learn More
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.
Our Services
Savant Views & News
December 8, 2021
The process of selling a business can be daunting -- especially for a small business owner. However, if you work with a financial advisor, you may be able to enlist their help to position your business for a sale and potentially keep more of the proceeds.
December 7, 2021
More than 10 million jobs are open in the U.S. right now, yet the unemployment rate is higher than it was pre-pandemic. What does this mean for the economy?
December 6, 2021
Whether or not you consider yourself to be wealthy, having an estate plan and up-to-date beneficiary designations can help increase your peace of mind in life - and that of your heirs after your death.
December 6, 2021
Several advisors here at Savant are also published authors, one of whom just released a new book! Looking for a great gift idea? Here’s a list of books written or co-written by members of our team, plus recommendations from around the firm.
December 2, 2021
In this recorded webinar, our financial advisors discuss several strategic ways to make a difference all year ‘round through charitable gifting. Learn how to create a gifting strategy that not only supports your favorite causes but also helps create tax efficiencies to save you money.
November 30, 2021
There are several moving parts to consider when handling a loved one’s estate. When it comes to required tax filings, a final individual return and an estate or trust return (or both) are often required. Common tax returns required after death are conveniently summarized in this blog post.
