Savant Wealth Management

Middletown

Rhode Island

747 Aquidneck Avenue, Suite 1
Middletown, RI 02842
t: 401.849.9313

Savant Wealth Management, financial advisors, Middletown, Rhode Island

Wealth Management in Middletown, Rhode Island

Savant Wealth Management is a majority employee-owned, fee-only firm. We offer investment management, financial planning, and retirement plan services to financially established individuals and institutions in Middletown, Rhode Island, and across the nation.

Whether you’re strategizing for retirement or simply pursuing your ideal future, Savant’s Wise Counsel is by your side.

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!

Our Wealth Management Services

Comprehensive Wealth Management

Investment Management

Financial Planning

Estate Planning & Wealth Transfer

Tax Advisory & Preparation

Trust Services

Accounting & Consulting Services

Company Retirement Plans

Our Wise Counsel | Middletown, Rhode Island

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Daniel G. Corrigan

CPA/PFS, CFP®

Managing Partner / Financial Advisor

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Andrew J. Parsons

CFP®, CIMA®, MBA

Financial Advisor

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Christine M. Winslow

CPA/PFS, MS

Financial Advisor

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Sean P. Maloney

CFP®, CIMA®

Financial Advisor

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Andre Khalfayan

CPA/PFS, AEP®, MST

Managing Partner / Financial Advisor

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Brendan J. Solecki

CFP®, CPA, MBA

Financial Advisor

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Jeffrey T. Grimes

CFP®, CPA, MS

Financial Advisor

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Daniel T. Corrigan

CFP®, CIMA®

Financial Advisor

Meet the Team

Resources

Avoiding a Big Tax Bill: 8 Ways to Plan Ahead

Bring your taxes in line with these 8 smart “above-the-line” and “below-the-line” deductions.

Retirement Readiness Challenge

In our free weekly Retirement Readiness Challenge, you'll learn the key steps to a successful retirement. Sign up today!

Retirement Readiness, financial planning in Atlanta, Georgia, Vienna, Virginia

Upcoming Live Webinars

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

The Retirement Income Game Plan

The Retirement Income Game Plan is designed to walk you through key decisions and smart strategies to help turn your savings into reliable retirement income.

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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