Why Socha Financial Group Chose Savant: A Conversation with Michelle Socha Vang and Jolie McCarthy
Michelle Socha Vang and Jolie McCarthy share why Socha Financial Group of Corning, NY, joined Savant and what the partnership means for clients.
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.
Services for Individuals & Families
From investment management and financial planning to estate planning and tax strategy, we collaborate to provide integrated solutions that support your goals, simplify complexity, and help you make decisions for yourself, now and in the future.
Family Office Services
For ultra-high-net-worth and multigenerational families, wealth spans entities, generations, and shared decisions. Savant helps coordinate all of it, from consolidated reporting to daily operations.
Business Advisory Services
Business advisory, accounting, and tax services that help business owners make smarter decisions today and prepare for what’s next, from growth to retirement and legacy.
Savant's Financial Views & News | Corning, NY
Media Mention – Financial Advisor: Savant Expands In New York With Buy of Socha Financial
Financial Advisor Magazine covers Savant’s acquisition of Socha Financial Group, a Corning, NY-based RIA with $542M in AUM.
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.
Upcoming Webinars
Beyond the Algorithm: Where AI Falls Short for Wealthy Investors
October 28 | 1:00 PM CTExplore AI’s role in wealth planning and where human guidance still matters. For those with $750K+ saved.
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Year-End Tax Planning for Investors with Significant Wealth
November 4 | 1:00 PM CTLearn about year-end tax planning considerations before 2027 begins. For investors with $750K+ saved.
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Tax-Savvy Retirement Planning for Affluent Investors
November 10 | 1:00 PM CTHave at least $750K saved? Join our discussion on retirement income, tax planning, and legacy considerations. (111)
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What University Professionals May Overlook About Retirement Planning
November 12 | 1:00 PM CTUnderstand retirement planning issues facing university professionals. For those with $1M+ saved for retirement.
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