The First 90 Days with Savant Wealth Partners

Your Transition, Streamlined

We’ve outlined the key steps in our proven onboarding process for both established RIAs and accounting firms launching an RIA. See how we simplify transitions and set our partners up for success.

With more than 25 years of experience partnering with RIAs, Savant Wealth Partners offers a full suite of portfolio management and back-office solutions to help firms like yours streamline operations, reduce overhead, and focus on what matters most—serving your clients.

We’ve guided dozens of firms through the transition process with a structured onboarding plan that minimizes disruption, accelerates time to value, and builds confidence every step of the way. Whether you’re an established RIA ready to outsource investment management or an accounting firm looking to launch a new wealth offering, our process is tailored to fit your needs.