On the Leading Edge

Authors and Thought Leaders at Savant

We are proud to list four book authors among the ranks of our industry thought leaders. Their published works include The Relaxing Retirement Formula, The Allocator’s Edge, Victory Lap Retirement, Retirement Heaven or Hell?, and The Entrepreneur’s Guide to Financial Well-Being. We invite you to learn more about them and the other distinguished thought leaders on our team.

Jack Phelps, author of The Relaxing Retirement Formula

Jack is a financial advisor and managing director of Savant’s office in Wellesley, MA. Offering independent, fiduciary advice to clients for more than 30 years, Jack has become an impassioned advocate and guide for people facing the complex transition from a lifetime of working and saving to enjoying the wealth they’ve created. Jack draws on his experience as a college athlete to show you the benefits of working with a great coach, and uses his extensive knowledge and knack for making complex ideas simple as he strives to help you experience the ideal future you deserve.

About The Relaxing Retirement Formula

You’ve worked hard your entire life to save money for your retirement years. But when the day comes to transition, doubt and fear begin to take hold. You wonder whether you’ve saved enough, how much you can afford to spend, and how to make your retirement bucket of investments last. This uncertainty can keep you working longer than you need to or prevent you from confidently spending the money you’ve saved—undermining the life you’ve earned after years of dedicated saving. In his book, Jack Phelps gives you the simple formula for answering your questions with certainty and precision. The Relaxing Retirement Formula is a step-by-step guide to helping develop and maintain the financial confidence you need to liberate the money you’ve saved and work towards living the life you’ve always dreamed about.

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Rob Morrison, co-author of Victory Lap Retirement

Rob is the chief strategy and innovation officer at Savant Wealth Management. He is also a co-author of Victory Lap Retirement, second edition, and a contributor to Retirement Heaven or Hell: Which Will You Choose? A wealth manager for more than 20 years, Rob has coached many clients through their Victory Lap transitions. He is a passionate advocate for his clients and enjoys speaking about the changing face of work and retirement. In 2021, Rob co-authored Savant’s research on how investors view retirement today, and how they might re-imagine it if given the choice. The report, “The Death of Retirement: New Thinking on the Next Chapter,” formed the foundation for reshaping how Savant works with clients to envision their ideal futures.

Phil Huber, author of The Allocator’s Edge

Phil is the chief investment officer for Savant Wealth Management and is the author of The Allocator’s Edge, a modern guide to alternative investments and the future of diversification. As both a wealth management practitioner and an investment industry thought leader, Phil is uniquely qualified in helping investors design, implement, and stick with evidence-based portfolios designed to help fulfill long-term financial goals and objectives. Phil and his blog bpsandpieces.com have been featured by a number of media outlets, including The Wall Street Journal, The New York Times, InvestmentNews, CityWire RIA Magazine, and Bloomberg TV.

Wayne Titus, author of The Entrepreneur’s Guide to Financial Well-Being

Wayne is a financial advisor, managing director of Savant’s office in Plymouth, MI, and author of the book, The Entrepreneur’s Guide to Financial Well-being. In writing The Entrepreneur’s Guide, Wayne drew on his personal experience and professional background to help entrepreneurs find and build a lasting relationship with a financial advisor who understands their unique needs. At Savant, Wayne continues to work with individuals, families, and entrepreneurs to integrate their tax, financial, and investment strategies.

About The Entrepreneur’s Guide to Financial Well-Being

Entrepreneurs have the passion and persistence to turn their visions into reality, but that doesn’t always mean they have the financial expertise to grow and scale their businesses. As Wayne Titus writes in The Entrepreneur’s Guide to Financial Well-being, entrepreneurs need a trustworthy advisor with a clear process to help them pursue a thriving future. He demonstrates the importance of partnering with someone who understands the savings strategies of top entrepreneurs to ensure all aspects of your portfolio – including investing, wealth transfer, enhancement, protection, and charitable gifting – receive proper attention. With the right advisor having their financial back, entrepreneurs can have the freedom to focus on what really matters: family, goals, and their businesses.

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Books are for general educational purposes only and are not intended to provide investment, legal or tax advice. Please consult your investment, legal or tax professional for personalized advice on your particular situation.

Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Savant is engaged, or continues to be engaged, to provide investment advisory services.

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