Savant Wealth Management
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Isabelle M. Lance

CFP®, ChSNC®

Financial Advisor

815.227.0300

Overview

Isabelle “Belle” (Pierpont) Lance serves as a financial advisor at our Rockford, Illinois, headquarters, where she helps individuals and families navigate complex financial decisions.

As a CERTIFIED FINANCIAL PLANNER® professional and Chartered Special Needs Consultant® (ChSNC®), Belle helps individuals, families, and caregivers navigate comprehensive financial planning needs. She focuses on wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance analysis, debt management, education funding, and planning considerations for families with special needs.

Belle began her career in financial services in 2023. She graduated cum laude from Illinois State University with a bachelor’s degree in finance and a minor in financial planning. She also completed the Rockford Chamber of Commerce’s Leadership Rockford program in 2024 and serves on the President’s Leadership Council for the Rosecrance Foundation.

When she’s not working with clients, Belle enjoys reading, spending time outdoors, and traveling to visit friends and family across northern Wisconsin and central Illinois. On weekends, she often cheers on her husband, Brandon, at dirt racing tracks throughout the Midwest.

Areas of Focus

Isabelle’s Approach

A personal approach and thoughtful guidance delivered with care, clarity, and insight shaped by your vision and goals.

Comprehensive Wealth Management

Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.

Comprehensive Wealth Management

Financial Planning

Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.

Financial Planning

Investment Management

Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.

Investment Management

Estate Planning & Wealth Transfer

Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.

Estate Planning & Wealth Transfer

Trust Services

Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.

Trust Services

Education

  • Illinois State University
    Bachelor of Science in Finance with a minor in Financial Planning, cum laude

Professional Designations

  • CERTIFIED FINANCIAL PLANNER® professional
  • Chartered Special Needs Consultant®

Affiliations

  • Leadership Rockford – Class of 2024
  • Rosecrance Foundation – President’s Leadership Council member

Insights & Perspectives

Thought leadership on wealth management, tax strategy, and financial planning.

Office Locations

Serving clients from our Rockford office.

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Disclosures

CFP®

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

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