Executives and Professionals

We’ll focus on your finances, so you can focus on what’s most important to you.

You may be very knowledgeable when it comes to wealth planning and investment management, but few executives and professionals have the time or the energy to effectively manage their own wealth.

We understand the financial complexities that can make seasoned professionals cautious. Situations like executive compensation packages, business ownerships, and business partnerships often complicate traditional financial planning strategies.

Our experienced team of advisors, attorneys, accountants, and consultants can help deliver peace of mind in a multitude of ways, including:

Determine your net worth
Improve cash flow
Reduce concentration risk
Understand current and deferred compensation opportunities
Reduce the impact of taxes
Determine how and when to sell company stock

Financial Planning for Executives and Professional Services

Schedule an Introductory Call

Stay on track to help your family — and your interests – thrive.

You have the discipline and the expertise to stay on top of your company’s annual goals, but when was the last time you reviewed your own goals for investing, wealth transfer, enhancement, protection, and charitable gifting? Your Savant team is here to help keep you on track – for retirement, saving for your children’s college education, investing in a new business venture, or creating your family’s legacy. Our holistic approach includes integrating tax, financial, and investment strategies and incorporating estate planning and trust services.

Our Services

Comprehensive Wealth Management

Investment Management

Financial Planning

Estate Planning and Wealth Transfer

Trust Services

Accounting and Consulting Services

Tax Advisory and Preparation

Company Retirement Plans

The Right Guidance and Resources for C-Level Professionals

Like a personal CFO, our Savant Wealth Management team is focused on your personal financial success. We’re working on your behalf to ensure you have the guidance and resources you need throughout your career and beyond. We have your financial back, so you have the freedom to run your business, enjoy your family, and pursue your most important personal goals.