Cedar Rapids

Iowa

221 3rd Avenue SE, Suite 215
Cedar Rapids, IA 52401
t: 319-364-3041

Savant Wealth Management in Cedar Rapids, IA, Financial Advisors, Iowa

Wealth Management in Cedar Rapids, IA

Savant Wealth Management is a majority employee-owned, fee-only wealth management firm providing comprehensive financial advice to individuals, families, and businesses across the nation. Whether you’re strategizing for retirement or simply aiming to build a secure financial 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.

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Our Wealth Management Services

Resources

Retirement Countdown Guidebook

Getting ready to retire? Get our guidebook that can help you plan with confidence.

Upcoming Live Webinars

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

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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