Jared’s Approach
Jared M. Ravech
CFP®
Financial Advisor
Overview
Jared Ravech serves as a financial advisor in Savant’s Westwood, Massachusetts, office. A CERTIFIED FINANCIAL PLANNER® professional, he is knowledgeable in many areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.
Jared grew up immersed in the world of investments and financial services thanks to his father’s career, and that early exposure sparked his interest in helping individuals and families make thoughtful financial decisions.
A native of Needham, Massachusetts, Jared earned a bachelor’s degree in economics with a minor in finance from Tufts University in Somerville, Massachusetts, while also competing on the school’s golf team.
Jared began his career in 2023 when he joined Heritage Financial on the client service team. He advanced quickly, moving into a paraplanner role and then wealth advisor, partnering with wealth managers to lead client review meetings, respond to client inquiries, and coordinate with accountants, attorneys, and other professionals to align every part of a client’s financial life. He began working at Savant in 2026 when Heritage joined the firm.
When not in the office, Jared enjoys time with his family in Cape Cod, playing golf, and cheering on Boston sports teams.
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
- Tufts University
Bachelor of Science in Economics with a minor in Finance
Professional Designations
- CERTIFIED FINANCIAL PLANNER® professional
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
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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.