2286 North State College Boulevard
Fullerton, CA 92831
t: 714.257.0800
At Savant Wealth Management, our financial advisors at 2286 N. State College Blvd. in Fullerton, offer fiduciary guidance grounded in trust, transparency, and a client-first philosophy. We specialize in helping individuals and families pursue their ideal futures through customized financial strategies and objective advice.
We typically work with clients who have at least $750,000 in assets. That said, we also consider partnering with individuals and families who expect significant growth potential from a future inheritance, career trajectory, or other expected financial gains.
Whether you’re planning for retirement, managing a complex portfolio, or exploring multigenerational wealth strategies, our team in Fullerton is here to help guide you. Schedule a consultation with our Fullerton financial advisors today.
Savant Wealth Management combines national expertise with a strong local presence in Fullerton. Our team provides transparent, objective advice tailored to your unique financial situation. As fiduciaries, we must act in your best interests, helping to ensure that our recommendations align with your goals. Our Fullerton advisors are accessible and dedicated to building lasting relationships, offering personalized service to help you pursue your long-term goals.
Our Fullerton office provides a wide range of comprehensive financial services designed to help meet your diverse needs. From investment and retirement planning to tax and estate guidance, our team is equipped to address the complexities of your financial life. Explore the services below to learn how we can assist you in pursuing your financial objectives.
Our Fullerton financial advisors bring a wealth of experience and a commitment to fiduciary service. With diverse backgrounds and a shared dedication to client success, our team collaborates to provide you with personalized financial strategies. We take pride in our local roots and are passionate about helping members of the Fullerton community plan for a thoughtful financial future.
Explore our tools, checklists, and assessments below to support your financial decision-making. Savant curates these resources to help you make informed choices and stay on track toward your financial goals.
Ready to take the next step in your financial journey? Contact our Fullerton office at 714.257.0800 or schedule an introductory consultation. Our local, fiduciary team is here to provide personalized guidance and support as you work toward your financial objectives.
It’s helpful to bring financial documents such as tax returns, investment statements, retirement account information, and a list of your financial goals. This information allows our advisors to gain a comprehensive understanding of your financial situation and tailor recommendations accordingly.
You’ll find our Fullerton office at 2286 N. State College Blvd. We’re situated near the intersection of North State College Boulevard and East Bastanchury Road, with convenient access from the Orange Freeway (SR 57). Free parking is available on-site.
Our advisors offer a comprehensive suite of services, including investment management, retirement planning, tax advisory, estate planning, and more. We tailor our services to meet the unique needs of each client, ensuring a personalized approach to financial planning.
Working with a fiduciary means your advisor must act in your best interests. At Savant, our advice is objective, transparent, and aligned with your financial goals.
We designed our services for individuals and families seeking comprehensive financial guidance. Whether you’re planning for retirement, managing wealth, or navigating complex financial decisions, our Fullerton advisors are here to assist you.
Whether you are seeking the services of a financial advisor for the first time, or comparing your advisor to someone new, it's important to ask questions to help ensure the firm you pick fits your needs.
In our free weekly Retirement Readiness Challenge, you'll learn the key steps to a successful retirement. Sign up today!
Savant’s Ideal Futures® Financial Health Assessment is a three-minute exercise that provides you an objective and wide-ranging audit of your current financial situation. It helps prioritize what aspects of your financial situation need attention so you can create a plan of action.
