Socha Financial Group, LLC, Joins Savant Wealth Management
Savant Wealth Management expands in New York through its partnership with Socha Financial Group, a Corning-based RIA with about $542M in AUM.
Financial Advisors in Corning, New York
At Savant Wealth Management, our Corning, NY, advisors can help you make personalized financial decisions so you can work toward your long-term goals. As a fee-only, independent firm located at 181 E Second St., we uphold fiduciary standards by offering objective advice that prioritizes your needs. No matter where you are on your financial journey, our team can help bring deep experience and insight to the table.
We typically partner with individuals and families who have $750,000 or more in investable assets, as well as those approaching a significant financial transition such as a business sale, career advancement, or inheritance. Our team works closely with clients to help align financial decisions with evolving goals, helping them navigate complexity with greater clarity and confidence. If you’re looking for a long-term financial advisor in Corning, we’re here to help you take the next step.
Financial Services Offered at Our Corning Office
Our Corning office provides access to a wide array of comprehensive financial services that address many areas of your financial life. If you’re looking for retirement strategies, investment management, or tax and estate planning, we created our offerings to help support your changing needs. Explore the service categories below to find the right fit for your long-term goals.
Savant's Financial Views & News | Corning, NY
Upcoming Webinars
Advanced Charitable Giving Stragegies for the Affluent
September 9 | 1:00 PM CTLegacy-Focused Giving – Discover approaches to charitable planning and philanthropy. Intended for those with $750K+ saved.
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Preserving Generational Wealth
September 16 | 1:00 PM CTLegacy and Wealth Transfer – Learn about legacy planning and family wealth considerations. Designed for those with $750K+ in investable assets.
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Navigating Health, Wealth, and Estate Decisions
September 23 | 1:00 PM CTHealth, Wealth, and Legacy – Explore how changing priorities can influence planning decisions. Best for investors with $750K+ saved.
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Tax Strategies for High-Net-Worth Investors
September 30 | 1:00 PM CTWealth-Focused Tax Planning! Explore tax planning strategies for wealth management. Designed for those with $750K+ in investable assets.
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Webinars On Demand
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