Executives and Professionals
We’ll focus on your personal finances, so you can focus on your business.
You may think of yourself as knowledgeable when it comes to wealth planning and investment management. But few executives have the time or the energy to manage the complexities of their own wealth. That’s where Savant Wealth Management can help. We understand the regulatory restrictions and corporate ownership policies that complicate C-level compensation packages, making even the most seasoned executives cautious.
Our experienced team of advisors, attorneys, accountants and consultants can help deliver peace of mind by helping you:
- 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