Your financial wellbeing is an integral part of your overall wellness, especially when navigating the unique career path of higher education. We help align every pillar of your financial life including: investment management, retirement planning, tax strategy, and estate planning, into one coordinated plan. By identifying gaps and simplifying complexity, we aim to bring clarity, efficiency, and confidence to your financial future.
360 Holistic View
Specialized for University Employees
Extensive Experience
Client-First Approach
Like the medical profession, financial planning is more effective with a trusted partner and a team that brings diverse skills to the table. Your Savant advisor takes a comprehensive view of your situation and collaborates with our University Wealth Management team to support planning tailored to your specific needs.
This includes TIAA and university retirement plan guidance, estate planning, investment strategy, and tax coordination. Our team understands the intricacies of academic compensation and institutional benefits and provides holistic financial planning for faculty and staff across all career stages.
Because we are not affiliated with any university or plan provider, our advice is fully independent. As fiduciary financial advisors for higher education employees, we act in your best interest at all times and offer guidance based solely on your financial goals.
University professionals often manage complex benefits, layered income streams, and career-specific timelines. Our team offers comprehensive wealth management for university professionals, including investment allocation, retirement planning, and tax strategies. We help streamline your financial decision-making and build a plan that helps support your future goals without the influence of product sales or third-party incentives.
University-sponsored retirement plans often come with a wide range of choices and evolving rules. Our team brings deep experience working with common vendors in higher education.
We help you evaluate options, set contribution strategies, consider Roth conversions, and prepare for retirement transitions. Our approach helps ensure your university benefits are integrated into your long-term financial plan and aligned with your personal objectives. Why is Comprehensive Wealth Management Important for You?
Wise Counsel for University Professionals
Our advisors have specific and in-depth knowledge about university employee benefit programs and retirement plans. We work with university faculty, physicians, and other professionals. We are not associated with any university or any retirement vendor, and we have no access to your private retirement or personnel information.