Madison

Wisconsin

1200 John Q. Hammons Drive, Suite 101A
Madison, WI 53717
t: 608-831-1300

Madison, Wisconsin

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!

Resources

Retirement Countdown Guidebook

Getting ready to retire? Get our guidebook that can help you plan with confidence.

Upcoming Live Webinars

Our webinars are a great way to stay informed and take control of your financial future.

Ideal Futures Financial Health Assessment

Savant’s Ideal Futures Financial Health Assessment ℠ is a three-minute exercise that provides you an objective and wide-ranging audit of your current financial situation. It helps prioritize what aspects of your financial situation need attention so you can create a plan of action.

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