Middletown

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!