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

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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