Kyle A. Foito
CFP®Financial Advisor
Financial Advisors in Guilford, CT
At Savant Wealth Management in Guilford, CT, our fiduciary financial advisors focus on helping you approach your financial future with confidence and clarity. As a fee-only, majority employee-owned firm, our goal is to help provide objective advice that aligns with your best interests. From our office at 246 Goose Lane, Suite 201, we work with individuals, families, and business owners to create customized strategies for managing, growing, and protecting wealth.
While many of our clients have $750,000 or more in investable assets, we also work with individuals, families, and business owners who anticipate meaningful financial growth through career advancement, business ownership, or inheritance. Through in-person and virtual meetings, our Guilford advisors guide clients through retirement planning, investment management, tax strategies, estate planning, and other important financial decisions. If you’re looking for a financial advisor in Guilford, schedule a consultation to learn how Savant can help support your long-term goals.
Why Choose Savant in Guilford for Financial Planning?
Choosing a financial advisor involves more than finding a local office. You need a partner who understands your financial priorities and provides guidance designed around your goals.
Our integrated approach combines investment management, retirement planning, tax strategies, estate planning, and wealth transfer planning into a coordinated financial strategy. By considering each aspect of your financial life together, we can help support a clearer path toward your long-term objectives.
As your needs change, our team provides ongoing support and guidance to help keep your financial plan aligned with your goals.
Financial Planning Services Offered at Our Guilford Office
Our Guilford office offers a full spectrum of comprehensive financial services designed to help you support your evolving needs. From investment and retirement planning to estate planning and tax strategies, our integrated team approach is designed to help align key aspects of your financial life.
Explore the service options below to see how Savant can help you pursue your goals.
Meet Our Guilford Financial Advisors
Our Guilford financial advisors bring extensive experience in investment management, retirement planning, tax strategies, and wealth transfer planning. As fiduciaries, they work closely with individuals, families, and business owners to develop personalized financial strategies aligned with their goals and values.
Through Savant’s integrated team approach, clients benefit from coordinated guidance across multiple areas of financial planning, helping create a more cohesive strategy designed to support your long-term goals.
Diane L. Di Marco
Business Development Coordinator
Craig M. Wezenski
MBASenior Business Development Officer
Patrick M. Smith
CFA®, MSFinancial Advisor
Brendan T. Smith
CFP®, MSFinancial Advisor
Financial Planning Tools and Resources for Guilford, CT Residents
Strong financial decisions start with the right resources. Our Guilford team provides access to curated tools, assessments, and educational insights designed to help you evaluate your current financial strategy and identify potential opportunities for growth. Whether you’re planning for retirement, managing wealth, or preparing for future generations, these resources can help support more informed decision-making.
Connect with a Financial Advisor in Guilford, CT, Today
Whether you’re focused on preserving wealth, planning for future generations, or aligning your investment and retirement strategies, our Guilford advisors can help. Call our office at 203.458.6800 to get started, or schedule a consultation to discuss your goals and learn how a comprehensive financial plan can support your long-term vision.
Savant's Financial News & Views | Guilford, CT
Why Exencial Chose Savant: A Conversation with John Burns and Caleb Dillard
Exencial leaders share why they partnered with Savant and how the firms align in their approach to clients, values, and growth.
How Guilford Families Can Plan for Multigenerational Wealth and Long-Term Care
Learn how multigenerational planning in Guilford, CT, can help families manage wealth transfer and long-term care costs. Discover strategies to support financial stability across generations.
Integrating Investment, Tax, and Estate Planning for Guilford Households
Discover how financial planning in Guilford, CT, can help improve outcomes through integrated wealth management.
Tax-Efficient Retirement Planning in Guilford, CT: Strategies for a More Efficient Retirement
Learn how Guilford, Connecticut, families can plan a tax-efficient retirement by coordinating income, taxes, and investments with fiduciary guidance.
Upcoming Webinars
Biggest Financial Risks Facing High-Net-Worth Families
August 19 | 1:00 PM CTManaging More Than Assets – Assess risks that may affect wealth, legacy, and family goals. Best for investors with $750K+ saved.
Register Now
When Equity Compensation Becomes Real Money
August 26 | 1:00 PM CTUnderstanding Equity Pay – Learn about key decisions surrounding equity compensation. Designed for those with $750K+ saved.
Sign Up
Techniques Affluent Families Use to Help Grow and Maintain Their Wealth
September 2 | 1:00 PM CTWealth Across Generations – Explore wealth preservation and legacy planning considerations. Best for those with $750K+ in investable assets.
Join Us
Webinars On Demand
Did you miss our latest webinar? Do you like to do video learning on your own time? Catch our webinars on demand here or watch some of our “Ask an Advisor” series of videos for financial wisdom, available to you – anytime!
Watch NowFAQs About Financial Advisors in Guilford, CT
How do I choose the right financial advisor in Guilford, CT?
When selecting a financial advisor in Guilford, consider their experience, planning approach, compensation structure, and whether they act as a fiduciary. Look for an advisor who takes the time to understand your goals and provides personalized guidance aligned with your long-term financial objectives.
What are the benefits of working with a local financial advisor in Guilford?
Working with a local financial advisor in Guilford can make it easier to build a long-term relationship and meet in person when needed. A local advisor can also provide ongoing support as your financial needs evolve and help you stay focused on your long-term goals.
What services do financial advisors in Guilford typically provide?
Financial advisors in Guilford often provide investment management, retirement planning, tax strategies, estate planning, and wealth management services. A comprehensive approach can help ensure all aspects of your financial life work together to support your goals.
Can a financial advisor help with retirement planning in Connecticut?
Yes. A financial advisor can help you prepare for retirement by evaluating your current financial situation, projecting future income needs, and creating a strategy designed to support your desired lifestyle throughout retirement.
How can financial planning help business owners in Guilford?
Financial planning can help business owners address a variety of complex financial considerations, including succession planning, retirement planning, tax strategies, and wealth management. A coordinated approach can help align business and personal financial goals.
How do I get started with a financial advisor in Guilford, CT?
Getting started typically begins with an introductory conversation to discuss your financial goals, priorities, and current situation. From there, your advisor can outline recommendations and develop a personalized strategy tailored to your needs.
