Paul J. Higgins
CFP®, AWMA®, CLU®, ChFC®, CLTC®, MBAFinancial Advisor
- Jupiter, Florida
Financial Advisors in Jupiter, FL
At Savant Wealth Management in Jupiter, FL, our fiduciary financial advisors dedicate themselves to helping you approach your financial future with 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 110 Front Street, Suite 300, where our advisors are available by appointment only, 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 work with individuals who anticipate meaningful financial growth through career advancement, executive compensation, business ownership, or inheritance. Whether you’re navigating a promotion, managing growing wealth, evaluating a liquidity event, or preparing for retirement, our advisors can help connect today’s financial decisions to your long-term objectives through personalized planning and ongoing guidance.
If you’re preparing for retirement, navigating complex financial decisions, or aiming to align your investment, tax, and estate planning strategies, our Jupiter-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.
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.
Meet Our Jupiter, FL Financial Advisors
Upcoming Webinars
Medicare Planning for High-Net-Worth-Retirees: Common Mistakes to Avoid
October 14 | 1:00 PM CTNavigating Medicare – Preparing for retirement? Explore Medicare considerations in a webinar designed for those with $750K+ saved.
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Is It Time to Move? Financial Considerations for Retirees
October 21 | 1:00 PM CTConsidering a move in retirement? Explore key considerations. Intended for those with $750K+ saved.
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Decisions that Might be Costly in a High-Net-Worth Divorce
October 22 | 1:00 PM CTHave at least $2M saved? Discuss financial visibility, decision-making, and planning during divorce.
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Beyond the Algorithm: Where AI Falls Short for Wealthy Investors
October 28 | 1:00 PM CT• Explore 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 High-Net-Worth Investors
November 4 | 1:00 PM CTLearn about year-end tax planning considerations before 2027 begins. For investors 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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