Savant Wealth Management
#TEST0#
Featured image for Our University Wealth Management Team

Our University Wealth Management Team

Our University Wealth Management team includes experienced financial advisors who specialize in serving the unique needs of higher education professionals. With deep knowledge of university retirement plans, tax strategy, estate planning, and holistic financial guidance, our team provides fiduciary support tailored to faculty, researchers, and administrators. That is what we call Wise Counsel for university professionals. 

Meet the Entire Savant Team

Why Work with a Team That Specializes in Higher Education? 

Selecting a financial advisor who understands the academic landscape can have help impact your financial future. Our university wealth management team serves only higher education professionals, giving us a thorough understanding of TIAA, 403(b), and 457(b) university retirement plans. Our team also specializes in helping university faculty and administrators navigate benefits, career timelines, and compensation models. 

With this experience, Savant offers university retirement guidance to help you evaluate your options, organize contributions, and structure your retirement planning so it aligns with your long-term goals. 

For clients managing sabbaticals, research funding, multi-income streams, or retirement preparation, our financial advisors combine personalized service with a deep understanding of academic compensation and career trajectories.  

When you choose Savant, you gain access to a team that integrates retirement guidance, tax strategy, investment planning, and estate support into a comprehensive plan. 

Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Savant is engaged, or continues to be engaged, to provide investment advisory services.

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. The CEP® (CERTIFIED ESTATE PLANNER™) is a trademark registered with the United States Patent and Trademark Office, and solely owned by the National Institute of Certified Estate Planners, Inc. This certification mark is awarded to individuals who successfully complete the NICEP certification requirements and who also comply with annual maintenance requirements.

Wise Counsel for University Professionals

Our advisors have specific and in-depth knowledge about university employee benefit programs and retirement plans. We work with university faculty, physicians, and other professionals. We are not associated with any university or any retirement vendor, and we have no access to your private retirement or personnel information.

Savant Wealth Management (“Savant”) is an SEC registered investment adviser headquartered in Rockford, Illinois. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy, including the investments and/or investment strategies recommended and/or undertaken by Savant, or any non-investment related services, will be profitable, equal any historical performance levels, be suitable for your portfolio or individual situation, or prove successful. Savant is neither a law firm, nor a certified public accounting firm, and no portion of its services should be construed as legal or accounting advice. You should not assume that any discussion or information contained in this document serves as the receipt of, or as a substitute for, personalized investment advice from Savant. A copy of our current written disclosure Brochure discussing our advisory services and fees is available upon request or at www.savantwealth.com. The scope of the services to be provided depends upon the needs of the client and the terms of the engagement.