Middleton

Wealth Management
Middleton, WI

At Savant, we are a majority employee-owned, fee-only wealth management firm, extending comprehensive financial services to individuals, families, and businesses. Our Middleton office also specializes in working with university faculty, administrators, and physicians. Whether you’re strategizing for retirement or managing investments, our seasoned financial advisors are committed to providing steadfast support 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 with a Savant financial advisor today and uncover how we can help you pursue your ideal future.