Wealth Management
Madison, WI
We are Main Street advisors, not Wall Street investors, we take pride in offering personalized financial guidance tailored to your unique needs and aspirations. At Savant, we stand out as a majority employee-owned, fee-only wealth management firm, providing comprehensive financial services to individuals, families, and businesses nationwide. Whether you’re planning for retirement or navigating investment decisions, our experienced financial advisors are dedicated to supporting you every step of the way.
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. Schedule a consultation today!