Comprehensive Wealth Management

More Than Just Investments

While many advisors manage money, we believe this is only a small piece of the equation. That’s why our clients have access to a team that includes an advisor, investment researchers, attorneys, and tax accountants.

Just like a car, your financial life is run by a group of interdependent parts – investment management, tax management, estate planning, and retirement planning to name a few. Because Savant’s team includes an in-house private trust department and seasoned taxation, accounting, and estate planning specialists, we help seamlessly coordinate these complexities all in one place. In essence, Savant’s comprehensive wealth management services become your financial concierge.

Whether providing you advice regarding investments, tax strategy, retirement planning, estate and trust planning, business succession, or philanthropy, our team of specialists can help you move closer to achieving financial independence. We will execute and implement your plan in a focused, efficient, and accountable fashion. Together, we will continually review and measure your progress to help ensure your plan remains aligned with your goals and is leveraging all available strategies. Our wise counsel will provide ongoing professional guidance and oversight on the road to helping you pursue your goals.

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A Wisely Executed Plan

Plan

We implement your plan in a focused, efficient, and accountable fashion.

Review

We continually review and measure your progress to ensure your plan remains aligned with your goals and is leveraging all available strategies.

Guide

We provide ongoing professional guidance and oversight.

Achieve

Your overall costs may decline and it’s likely you will pay less in taxes.

Our Wise Counsel Approach

No plan
Disorganized
Too little time
Too much cost
Uncertain future
Lack confidence
Too much tax
Too complex
Ineffective diversification
Excess or unknown risk
Poor performance

Determine what’s important
Review current plan & portfolio
Develop plan
Implement & coordinate plan
Conduct review sessions

Plan and path
Organized
More free time
Lower cost
Peace of mind
Confidence
Tax-efficient
Simplicity
Effective diversification
Managed risk
More return

Focused On You

We act as your family’s personal CFO. Helping you align your vision, values, strategies, and investments is something we take very seriously. Individuals who formalize their vision by identifying their priorities and goals have a significantly higher likelihood of achieving success. We’re there to do just that for our clients all year long.

Our Process

By establishing a system of professional oversight, we hope to increase your peace of mind throughout each step of the process.

Advice

Develop a clear path and plan
Leverage strategies in the 10 key planning areas
Align your vision, values, goals, and resources
Anticipate your future needs through proactive advice

Implementation

The Ideal Futures Portfolio^SM
Manage risk & return
Eliminate excess costs
Tax optimized structures

Coordination

Efficiency
Timely follow-up
Advisors work as a team
Comprehensive reporting and accountability
Cost efficient products

Service

Create simplicity and ease
Respond to critical life events
Ready to efficiently address any questions or requests
Provide ongoing oversight

The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement and the specific requests and needs of the client. Savant does not serve as an attorney or insurance agent. Savant does not prepare legal documents, nor does it sell insurance products. If the client engages us to do so, Savant can provide tax preparation services as discussed in Savant’s written disclosure brochure ADV Part 2A (see website footer) per the terms and conditions of a separate engagement and fee.