Brochure Library
We welcome you to learn more about us! Download a brochure to get started.
Savant Wealth Management
Private Trust Services
Wealth Transfer Process
Executive Compensation Planning for Life
Social Values Investing
Sustainability Investing
Investment Maxims
Alternative Investments (Whitepaper)
Approaching Zero Taxes (Whitepaper)
Evidence-Based Investing (Whitepaper)
Bonds: A Balancing Act (Research Brief)
Forward-Looking Returns (Whitepaper)
The Great Drawdown (Whitepaper)
Our 3(38) Discretionary Investment Approach
Ideal 401(k) Plan: Administrative Roles
Ideal 401(k) Plan: Fiduciary Roles
Savant Tax and Consulting
©2024 Savant Capital, LLC dba Savant Wealth Management. All rights reserved.
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. Please see our Important Disclosures.