8401 Greenway Boulevard, Suite 212
Middleton, WI 53562
t: 608.836.3600
At Savant Wealth Management in Middleton, WI, our financial advisors remain focused on helping you plan for what matters most. We offer personalized financial advice built around your goals and operate with a fiduciary commitment to act in your best interests.
We typically work with clients who have $750,000 or more in investable assets. We also work with individuals and families who expect significant financial growth in the coming years, whether through a career path, a business opportunity, or a future inheritance.
If you’re ready to start building a long-term financial strategy, our Middleton office, located at 8401 Greenway Blvd., is here to help you start the process with confidence and clarity. Reach out to us today.
Savant brings together the capabilities of a national firm and the care of a local, community-based team. Our Middleton advisors remain committed to helping deliver objective guidance and personal attention to help you navigate the financial decisions that shape your future.
Each Savant advisor adheres to a fiduciary standard. This means we offer independent financial advice designed to help you pursue your goals. Whether you’re preparing for retirement or managing a complex portfolio, our advisors work with you to help create a plan that evolves with your life.
The Middleton office of Savant Wealth Management offers a wide range of services to address your financial needs. Our approach integrates investment management, retirement strategies, tax planning, estate preparation, and more into a cohesive plan. Explore the service areas below to learn how we can support your journey.
Our financial advisors in Middleton bring together a mix of experience, specialized credentials, and a commitment to exceptional service. Each member of our team values long-term relationships and works to deliver plans that reflect your values and financial priorities. We are proud to serve the Middleton community with integrity and a personalized approach to wealth management.
Client Discovery Representative
Client Discovery Representative
Financial Advisor
Client Discovery Representative
Financial Advisor
Financial Advisor
Financial Advisor
Client Discovery Advisor
We offer a range of digital tools, worksheets, and educational materials designed to help you better understand your finances. Whether you are planning for retirement or revisiting your investment strategy, our resources are available to support your progress every step of the way.
If you’re looking for comprehensive guidance from a team that truly listens, contact our Middleton office today. Call 608.836.3600 or schedule a consultation and discover how our advisors can help you build a plan that works for today and adapts for tomorrow.
We recommend bringing recent account statements, tax returns, and any information about your income, savings, or financial goals. This helps us build a more complete picture of your current financial standing.
You’ll find us at 8401 Greenway Blvd., Suite 212, in Middleton, near Deming Way, with convenient access from U.S. Highway 12. Free parking is available at the location.
We provide comprehensive planning services that include retirement planning, investment advice, tax strategies, estate and trust services, and business consulting. We tailor all services to your specific goals.
A fiduciary advisor must prioritize your interests above all else. At Savant, we take that responsibility seriously and deliver advice that is transparent, objective, and focused entirely on helping you pursue your long-term goals.
Yes. In addition to clients with established assets, we also work with individuals on a financial growth path. If you are preparing for future opportunities or major life changes, our team can help you create a plan that is forward-looking and adaptable.
Savant
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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.
