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Our Team

Our Wise Counsel is comprised of the collective wisdom, expertise, and knowledge of Team Savant. Functioning much like a forward-thinking medical center, Savant hires the best and brightest specialists to create a synergistic and integrated team that is more effective collectively, than separately.

Complex situations often require professionals from more than one specialty. Our multi-disciplinary team collaborates and takes the necessary steps to redirect our clients’ financial lives toward their financial goals. Want more details about our professional designations? See our glossary.