Savant Wealth Management

Middletown | Rhode Island

Middletown, Rhode Island

747 Aquidneck Avenue, Suite 1
Middletown, Rhode Island 02842
Phone: 401.849.9313
Savant Wealth Management, financial advisors, Middletown, Rhode Island
  • Middletown, Rhode Island

Financial Advisors in Middletown, RI

Savant Wealth Management is a majority employee-owned, fee-only firm. We offer investment management, financial planning, and retirement plan services to financially established individuals and institutions in Middletown, Rhode Island, and across the nation.

Whether you’re strategizing for retirement or simply pursuing your ideal future, Savant’s Wise Counsel is by your side.

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. Schedule a consultation today!

Why Choose Savant in Middletown for Financial Planning?

Choosing a financial advisor is a significant decision, especially in a region where financial complexity often intersects with lifestyle-driven goals. From managing multigenerational wealth and navigating estate planning to preparing for retirement or a business transition, our team strives to bring clarity to every step.

Savant is independent, fee-only, and a fiduciary. We don’t sell products, earn commissions, or operate with hidden incentives. Our advice is focused solely on your success. Our collaborative team includes in-house specialists in investments, tax planning, estate strategies, and retirement income, all working together to help keep you aligned with your goals.

Financial Services Offered at Our Middletown Office

We provide comprehensive wealth management for individuals, families, retirees, and business owners. Every plan reflects your values, financial situation, and desired outcomes.

Our services include financial planning, investment management, retirement income strategies, tax optimization, and estate planning. Our goal is to help simplify decisions, protect your wealth, and keep you focused on what matters most.

Our Wealth Management Services

Comprehensive Wealth Management

Investment Management

Financial Planning

Estate Planning & Wealth Transfer

Tax Advisory & Preparation

Trust Services

Accounting & Consulting Services

Company Retirement Plans
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Financial Planning Tools and Resources for Middletown Residents

Clients in Middletown have access to a wide range of financial tools and resources designed to support smarter decision-making. From custom financial plans to real-time portfolio monitoring and tax-aware strategies, we help you stay organized, informed, and in control of your finances.

We also provide educational content and workshops to help you better understand your planning options and stay up to date on important financial topics.

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Connect with a Financial Advisor in Middletown, RI, Today

If you’re ready to take the next step in your financial journey, we invite you to connect with a Savant advisor in Middletown. We’re here to listen, learn what matters most to you, and help you build a plan to support your future with confidence. Call 401.849.9313 to get started, or schedule an introductory consultation.

FAQs About Financial Advisors in Middletown, RI

What types of clients do you typically work with in Middletown?

We serve individuals and families with $750,000 or more in investable assets. Many of our clients are retirees, business owners, or professionals seeking long-term financial planning support.

What makes Savant different from other advisory firms in Middletown?

Savant is an independent, fee-only fiduciary firm. We are not compensated by commissions or product sales, so our advice is always aligned with your best interests. Our comprehensive team-based approach provides you with diverse expertise across disciplines.

What should I bring to my first meeting with a financial advisor in Middletown?

To make the most of your initial meeting, we recommend bringing recent account statements, tax returns, estate planning documents, and a list of your financial goals or concerns. This helps our team gain a full picture of your current situation so we can offer advice tailored to your needs. If you’re not sure where to start, we’ll guide you through the process.

How do I get to the Savant office in Middletown?

You’ll find us at 747 Aquidneck Ave., Suite 1, just off Green End Avenue. We’re a short drive from downtown Newport and offer convenient on-site parking.

What does it mean to work with a fiduciary financial advisor in Middletown?

Fiduciary advisors are legally and ethically required to act in your best interests. Unlike brokers or commission-based advisors, we are not incentivized to recommend specific products or services.

Resources

Avoiding a Big Tax Bill: 8 Ways to Plan Ahead

Bring your taxes in line with these 8 smart “above-the-line” and “below-the-line” deductions.

Retirement Readiness Challenge

In our free weekly Retirement Readiness Challenge, you'll learn the key steps to a successful retirement. Sign up today!

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Upcoming Live Webinars

Our webinars are a great way to stay informed and take control of your financial future.

The Retirement Income Game Plan

The Retirement Income Game Plan is designed to walk you through key decisions and smart strategies to help turn your savings into reliable retirement income.

Ideal Futures® Financial Health Assessment

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.

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