200 W. Madison Street , Suite 980
Chicago, IL 60606
t: 312.526.3680
At Savant Wealth Management in Chicago’s Loop, our fiduciary financial advisors offer personalized financial guidance tailored to your goals and lifestyle. As a fee-only firm, we act in your best interests. Located at 200 W. Madison St., our team serves clients throughout the Loop and surrounding neighborhoods with strategies designed to help build long-term financial wellness.
We design our services for individuals and families with at least $750,000 in assets. That said, we’re also a solid fit for those expecting future wealth accumulation from career success, inheritance, or other financial milestones.
You may worry about retirement planning, investment growth, or coordinating multiple aspects of your financial life. Our Chicago-based advisors are here to meet with you in person or virtually. Schedule your introductory consultation to explore how Savant can support your financial goals with clarity and expertise.
Located in the heart of Chicago’s Loop, our office serves clients throughout the city, with convenient access for downtown professionals and residents. Savant brings specialized expertise combined with the personal service of a local team. As fiduciaries, we are legally and ethically bound to act in your best interests. Our advisors are accessible, transparent, and focused on helping you pursue your ideal financial future with clarity and confidence.
Our Chicago Loop office offers a broad suite of financial services designed to support every stage of your financial journey. Whether you need retirement planning, investment guidance, tax strategies, or estate planning, our holistic approach is designed to help ensure all aspects of your financial life work together. Explore the clickable service areas below to learn how we can support your goals.
The advisors at our Chicago Loop office combine professional insight with a deep commitment to client success. They work one-on-one with individuals and families to craft personalized financial plans and investment strategies that reflect each client’s goals and priorities. As fiduciaries, they provide transparent, unbiased advice grounded in trust, transparency, and long-term partnership.
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Managing Partner / Financial Advisor
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Senior Business Development Officer
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Lead Advisor / Financial Advisor
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Take advantage of our library of financial planning tools, checklists, and self-assessments designed to help you make informed decisions. From reviewing your current financial plan to exploring ways to strengthen your strategy, these resources are here to help provide clarity and insight as you move forward.
Ready to move forward with a financial strategy built around your goals? Contact our Chicago Loop office at 312.526.3680 or schedule a consultation today. Whether you are planning for retirement, refining your tax approach, or seeking comprehensive financial guidance, our local fiduciary advisors are here to support your success.
As fiduciary advisors, we must put your best interests first. This principle guides every decision we make and allows us to provide transparent and objective advice.
It’s helpful to bring investment and retirement account statements, tax returns, insurance documents, and any estate planning materials. These items give us a well-rounded understanding of your financial position and planning priorities.
Our services include financial planning, portfolio management, tax and estate strategy, and business consulting. We build each plan to reflect your individual goals and support your long-term financial success.
Our Loop office is located at 200 W. Madison St., Suite 980, in Chicago’s central business district. We are close to the Clark/Lake CTA station and a short walk from Union Station. Several nearby parking garages are available for your convenience.
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.
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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.
