Fullerton

California

2286 North State College Boulevard
Fullerton, CA 92831
t: 714.257.0800

Fullerton, CA

Wealth Management in Fullerton, CA

Since 1986, Savant Wealth Management has remained steadfast as a champion for client-focused wealth management services. Our office located in Fullerton, California provides access to a team of experienced advisors. We offer comprehensive wealth management services, including investment management, financial planning, retirement plan services, and more. We are Main Street advisors, not Wall Street investors, committed to guiding you toward your financial goals.

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.

Whether you’re strategizing for retirement or simply aiming to build a secure financial future, Savant’s Wise Counsel is by your side. Schedule a consultation today!

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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