Savant Wealth Management
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James M. Haygood

CFP®, AWMA®

Financial Advisor / Member Owner

608-836-3600

Overview

James Haygood is a financial advisor in Savant’s Middleton, Wisconsin, office, where he serves clients on the University Wealth Management team with a focus on comprehensive financial planning. He’s been involved in the financial services industry since 2010.

James guides clients through key areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax strategies, retirement cash flow projections, retirement income planning, insurance needs analysis, debt management, and education funding. He offers clear, personalized strategies that help individuals and families make informed financial decisions.

Before joining Savant, James built a foundation in real estate management, which informs his practical, goal-oriented approach to planning. He is a CERTIFIED FINANCIAL PLANNER® professional and an Accredited Wealth Management Advisor® (AWMA®).

James supports bilingual education and Spanish immersion programs for young children in the Madison area, reflecting his commitment to community engagement and access to education.

He earned a bachelor’s degree in journalism, with an emphasis on advertising and a minor in business management, from the University of Wisconsin-Whitewater.

James enjoys fishing, following Wisconsin Badgers football, and spending time with his family in northern Wisconsin. He also appreciates travel, exploring new cuisines, and visiting family in Peru.

Areas of Focus

James’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

University Wealth Management

Investment management and advisory services tailored to the unique needs of professors and other university professionals.

University Wealth Management

Education

  • University of Wisconsin-Whitewater
    Bachelor of Arts in Journalism with an emphasis on Advertising and minor in Business Management
  • CERTIFIED FINANCIAL PLANNER® professional
  • Accredited Wealth Management Advisor® (AWMA®)

Professional Designations

  • CERTIFIED FINANCIAL PLANNER® professional
  • AWMA®

Insights & Perspectives

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

Office Locations

Serving clients from our Middleton office.

Middleton

8401 Greenway Boulevard
Suite 212 Middleton, WI 53562
t. 608-836-3600

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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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