Comprehensive Wealth Management

Savant’s Evidence-Based, Holistic Approach

At Savant, we believe comprehensive wealth management goes beyond just our evidence-based approach to managing investments. As a fiduciary, we are committed to acting in your best interest, providing holistic financial strategies that address all aspects of your financial life.

When you work with us, you’ll have access to a dedicated team of professionals, including advisors, investment researchers, attorneys, and tax accountants, who work collaboratively to create a customized plan tailored to your unique goals. We coordinate every facet of your financial life, from investment management and tax strategies to estate and retirement planning.

Just like a well-maintained car, your financial future depends on the smooth operation of its many interconnected parts. With in-house specialists in taxation, accounting, estate planning, and a private trust department, Savant’s comprehensive wealth management services are designed to simplify complexity. Our goal is to help ensure that every element of your financial plan works in harmony.

  • 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
Retiree Blue Spotlight

Why Our Comprehensive Wealth Management is Right for You

At Savant, we provide comprehensive wealth management tailored to align your vision, values, strategies, and investments. We take this commitment seriously because we understand that individuals who clearly define their financial priorities and goals are more likely to achieve long-term success.

Our holistic view ensures that we work alongside you year-round, continuously refining your financial strategies to stay aligned with your evolving goals. With Savant, we believe comprehensive wealth management means having a dedicated team focused on helping you confidently navigate your financial journey.

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.

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Savant By the Numbers

Savant Owl

16,100+

Clients Served

1986

Year Established

42

Savant Offices

175

Employee Member-Owners

$28B+

Assets Under Management

As of October 1, 2024

Resources

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