272 Carter Drive, Suite 110
Middletown, DE 19709
t: 302.378.4644
At Savant Wealth Management in Middletown, DE, our fiduciary financial advisors remain committed to providing trusted, client-focused guidance to help you make wise decisions about your financial future. We offer transparent advice with no commissions or product sales. From our office at 272 Carter Drive, we support individuals, families, and business owners across the region with tailored strategies for growing, protecting, and transferring wealth.
While most of our clients have at least $750,000 in investable assets, we also partner with those who anticipate financial growth through career progression, inheritance, or other future opportunities.
You may be nearing retirement, seeking investment guidance, or looking to streamline your estate and tax strategy. Our Middletown-based advisors are ready to meet with you locally or virtually. Schedule your introductory consultation to learn how Savant can help you work toward your long-term financial goals.
Savant Wealth Management brings national strength and local perspective to every client relationship. As fiduciaries, we act solely in your best interests. Our Middletown advisors offer extensive experience and industry credentials, helping you navigate your financial life with clear, objective guidance. We focus on building enduring partnerships grounded in trust, transparency, and strategies tailored to your specific needs and goals.
At our Middletown location, we provide a wide range of comprehensive financial services to support every aspect of your financial life. From retirement planning and investment management to tax optimization and estate strategies, we believe our integrated team approach helps ensure your financial plan is cohesive and goal-driven.
Our Middletown financial advisors offer professional insight backed by a client-focused approach and years of industry experience. Committed to serving as fiduciaries, they take the time to understand what matters most to you and design customized strategies to help you stay on track. We build every plan to reflect your priorities and provide guidance you can trust at every stage of your financial journey.
Having access to the right financial resources can make all the difference in your planning process. Our Middletown office offers checklists, tools, and guides to help you evaluate your current plan and prepare for what lies ahead. From retirement readiness to financial strategy reviews, these materials can help support your next move with clarity.
Our goal is for you to start planning with purpose and confidence. Call our Middletown office at 302.378.4644 or book your consultation today to see how our local fiduciary advisor can help you build a financial strategy tailored to your goals.
Held to the highest standard of client care, a fiduciary advisor always acts in your best interests. At Savant, our guidance is transparent and focused solely on helping you pursue your financial goals.
To make the most of your initial meeting, bring documents such as tax returns, investment account summaries, insurance policies, and any estate-related paperwork. This helps us get a full view of your financial picture.
We provide a wide range of integrated services, including investment planning and retirement design, proactive tax and estate guidance, and more, all designed to reflect your unique needs and priorities.
Located at 272 Carter Drive, Suite 110, in Middletown, our office is easily accessible from Route 1. Free parking is available on-site.
Whether you are seeking the services of a financial advisor for the first time, or comparing your advisor to someone new, it's important to ask questions to help ensure the firm you pick fits your needs.
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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.
