Jack’s Approach
Jack R. Wilharm
Financial Advisor
Overview
Jack Wilharm is a financial advisor in Savant Wealth Management’s Middleton, Wisconsin, office. Jack began his financial planning career in 2024 and joined Savant after serving as a lead facilitator for financial literacy workshops at the University of Wisconsin-Madison.
Jack earned a bachelor’s degree in personal finance from the University of Wisconsin-Madison, with majors in financial planning and economics.
In the Madison community, Jack volunteers with Madison Is for People and Strong Towns Madison. He enjoys reading, hiking, kayaking, and making memories with friends and family. He also enjoys spending time at his family’s cabin in Birchwood, Wisconsin.
Areas of Focus
Comprehensive Wealth Management
Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.
Financial Planning
Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.
Investment Management
Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.
Estate Planning & Wealth Transfer
Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.
Trust Services
Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.
Education
- University of Wisconsin-Madison
Bachelor of Science in Personal Finance, with double majors in Financial Planning and Economics
Affiliations
- Madison Is for People – volunteer
- Strong Towns Madison – volunteer
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
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