Barron’s Spotlights Savant Wealth Management’s Continued Expansion
Barron’s interviews Savant CEO Brent Brodeski on recent acquisitions, national expansion, and the firm’s long-term growth strategy.
Financial Advisors in Huntersville, NC
At Savant Wealth Management in Huntersville, NC, our fiduciary financial advisors dedicate themselves to 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 interest. From our office at 13801 Reese Boulevard, Suite 155, we work with individuals, families, and business owners to create customized strategies for managing, growing, and protecting wealth.
While most of our clients have $750,000 or more in investable assets, we also collaborate with those who anticipate meaningful financial growth from career advancement, business ownership, or inheritance.
If you’re preparing for retirement, navigating complex financial decisions, or aiming to align your investment, tax, and estate planning strategies, our Huntersville-based team is here to help. Schedule your introductory consultation to learn how Savant can help support your long-term goals with clarity and care.
Why Choose Savant in Huntersville for Financial Planning?
Savant Wealth Management brings national depth and local insight to every client relationship. Our Huntersville advisors are committed to providing personalized guidance backed by the strength of a collaborative, credentialed team. As fiduciaries, we are legally bound to act in your best interests, providing transparent advice. From building your wealth to protecting what you’ve earned, we focus on your goals and offer ongoing support through every stage of life.
Financial Planning Services Offered at Our Huntersville Office
Our Huntersville office offers a full spectrum of comprehensive financial services designed to help you meet your evolving needs. From investment and retirement planning to estate planning and tax strategies, our integrated team approach helps to ensure every part of your financial life works in harmony. Explore the service options below to see how Savant can help you pursue your goals.
Meet Our Huntersville Financial Advisors
Our Huntersville financial advisors bring years of experience and a fiduciary commitment to every client interaction. With specialized knowledge in tax strategy, estate planning, and investment management, we offer well-rounded support for individuals, families, and business owners across the region. We take pride in serving the Huntersville community with thoughtful guidance and a personalized approach tailored to your goals.
Savant's Financial News & Views | Huntersville, NC
Media Mention – InvestmentNews Exencial and Heller Partnerships
InvestmentNews highlights Savant Wealth Management’s largest partnerships, including the $6B Exencial deal and Heller addition.
Savant Wealth Management Partners with Exencial Wealth Advisors
Savant Wealth Management has partnered with Exencial Wealth Advisors, a national RIA with $6 billion in assets under management and headquarters in Oklahoma City, OK. The partnership marks Savant’s largest deal to date and expands the firm into several new states.
Upcoming Webinars
Working on Your Own Terms
April 8 | 1:00 PM CTNavigating Semi-Retirement – Learn how to manage goals, income, and key decisions in semi-retirement planning. Best for those with $750K+ saved.
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Preserving Generational Wealth
April 15 | 1:00 PM CTManaging Significant Assets – Learn how families approach legacy, taxes, and asset structure over time. Designed for those with $750K+ saved.
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Tax Strategies for High-Net-Worth Investors
April 22 | 1:00 PM CTPost-Filing Tax Decisions – This webinar covers post-tax filing considerations for investors with complex finances. Best for those with $750k+ saved.
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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!
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