Justin M. Sell
CFA®Investment Research Analyst
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 West, 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.
Nicholas H. Piselli
CFA®Investment Research Analyst
Kaye H. Tahiliani
Financial Advisor
Derrick A. Longo
Financial Advisor
Karen L. Boschert
CRPC®Financial Advisor
Michael D. Wayasamin
CRPC®Financial Advisor
Kyndal E. Jordan
CPA, MSManager of Tax & Consulting
Savant's Financial News & Views | Huntersville, NC
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 Huntersville Families Can Balance College Savings, Retirement, and Long-Term Goals
Learn how Huntersville families can balance college savings, retirement, and long-term financial goals with tax-efficient planning strategies.
Retirement Planning for Huntersville Professionals Approaching Retirement
Explore retirement planning strategies in Huntersville, NC including income sequencing, Social Security timing, and tax-efficient withdrawals.
Why Working with a Fee-Only Financial Advisor Matters in Huntersville
Discover the benefits of working with a fee-only financial advisor in Huntersville, NC and how fiduciary advice can help you pursue long-term financial goals.
Upcoming Webinars
The $1M+ Question: When Can You Afford to Stop Working?
July 8 | 1:00 PM CTIs Retirement Within Reach? Have at least $1M saved? Review key financial factors before stepping away from your career.
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Protecting Your Wealth from Long-Term Care Costs
July 15 | 1:00 PM CTCare Costs and Your Wealth – Learn how long-term care costs may affect your financial plan. Best for those with $750K_ saved for retirement.
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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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