Savant Wealth Management
Old Lyme | Connecticut

Old Lyme, Connecticut

83 Halls Road, Suite 205
Old Lyme, CT 06371
Phone: 860.434.5999
Find financial advisors in Austin, TX, Cincinnati, OH, Dallas, TX, Greenville, SC, Guilford, CT, Hilton Head, SC, Huntersville, NC, Newtown, PA, Oklahoma City, OK, Old Lyme, CT, Plano, TX, San Antonio, TX, Stamford, CT, Tampa, FL, Westlake Village, CA

Financial Advisors in Old Lyme, CT

At Savant Wealth Management in Old Lyme, CT, our fiduciary financial advisors help you approach your financial future with confidence and clarity. As a fee-only, majority employee-owned firm, our goal is to provide clear, personalized advice that supports your financial goals. From our office at 83 Halls Road, Suite 205, we work with individuals, families, and business owners to create customized strategies for managing, growing, and protecting wealth. 

While most of our clients have $750,000 or more in investable assets, we also collaborate with those who anticipate meaningful financial growth from career advancement, business ownership, or inheritance. Our advisors can help clients navigate changing financial priorities, develop long-term strategies, and make informed decisions designed to support their goals at every stage of life.   

If you’re preparing for retirement, evaluating strategies to preserve and grow your wealth, or navigating important financial decisions, our Old Lyme-based team is here to help.  Schedule your introductory consultation to learn how Savant can help you build a personalized financial strategy that aligns with your long-term goals. 

Why Choose Savant in Old Lyme for Financial Planning?

Savant Wealth Management brings national depth and local insight to every client relationship. Our Old Lyme advisors provide personalized guidance that draws on the strength of a collaborative, credentialed team. As fiduciaries, Savant advisors follow a legal and ethical standard that helps shape how we work with clients. Whether you’re preparing for retirement, evaluating wealth preservation strategies, or planning for future financial milestones, we focus on your goals and offer ongoing support through every stage of life. 

Financial Planning Services Offered at Our Old Lyme Office

Our Old Lyme office offers a full spectrum of comprehensive financial services designed to help you meet your evolving needs.  From investment and retirement planning to estate planning and tax strategies, our integrated team approach helps every part of your financial life work together. By coordinating multiple areas of planning, we can help clients build strategies that can adapt as their goals, priorities, and circumstances change over time. Explore the service options below to see how Savant can help you pursue your goals.

Comprehensive Wealth Management

Investment Management

Financial Planning

Estate Planning & Wealth Transfer

Tax Advisory & Preparation

Trust Services

Accounting & Consulting Services

Company Retirement Plans
financial plan

Financial Planning Tools and Resources for Old Lyme, CT Residents

Building long-term financial confidence starts with access to the right resources. Our Old Lyme team provides planning tools, educational resources, and financial insights designed to help you evaluate opportunities, navigate important financial decisions, and stay focused on your goals. Whether you’re preparing for retirement or refining your long-term financial strategy, these resources can help support more informed decision-making.  

financial advisor Rockford, IL, Chicago, Illinois, Louisville, Kentucky, Columbia, Old Lyme, Woburn, Westlake Village, CA

Connect with a Financial Advisor in Old Lyme, CT, Today

Whether you’re preparing for retirement, planning for future financial milestones, or seeking guidance on preserving and growing wealth, our Old Lyme advisors are here to help. Call our office at 860.434.5999, or schedule a consultation to discuss your goals and learn how personalized financial planning can help support your long-term plans. 

Savant's Financial News & Views | Old Lyme, CT

Upcoming Webinars

Biggest Financial Risks Facing High-Net-Worth Families

Biggest Financial Risks Facing High-Net-Worth Families

August 19 | 1:00 PM CT

Managing More Than Assets – Assess risks that may affect wealth, legacy, and family goals. Best for investors with $750K+ saved.

Register Now
When Equity Compensation Becomes Real Money

When Equity Compensation Becomes Real Money

August 26 | 1:00 PM CT

Understanding Equity Pay – Learn about key decisions surrounding equity compensation. Designed for those with $750K+ saved.

Sign Up
Techniques Affluent Families Use to Help Grow and Maintain Their Wealth

Techniques Affluent Families Use to Help Grow and Maintain Their Wealth

September 2 | 1:00 PM CT

Wealth Across Generations – Explore wealth preservation and legacy planning considerations. Best for those with $750K+ in investable assets.

Join Us
Webinars On Demand

Webinars On Demand

Did you miss our latest webinar? Do you like to do video learning on your own time? Catch our webinars on demand here or watch some of our “Ask an Advisor” series of videos for financial wisdom, available to you – anytime!

Watch Now

FAQs About Financial Advisors in Old Lyme, CT

Why work with a financial advisor in Old Lyme, CT?

Working with a local financial advisor in Old Lyme provides access to personalized guidance and ongoing support as your financial needs evolve. Whether you’re planning for retirement, managing investments, or preparing for future financial milestones, a local advisor can help you create a strategy aligned with your goals. 

How can a financial advisor help me prepare for retirement in Old Lyme?

A financial advisor can help evaluate your retirement readiness by reviewing savings, investments, income sources, and long-term financial goals. A comprehensive strategy can help support a smoother transition into retirement. 

What wealth management services are available through Savant’s Old Lyme office?

Our Old Lyme office offers investment management, retirement planning, estate planning, tax advisory services, trust services, accounting and consulting services, and comprehensive wealth management solutions designed to support long-term financial goals. 

How often should I review my financial strategy in Old Lyme?

Many individuals review their financial strategy annually and after significant life events such as retirement, inheritance, career changes, or major financial decisions. 

What should I look for when choosing a financial advisor in Old Lyme, CT?

When evaluating financial advisors, consider their experience, planning approach, compensation structure, and ability to provide guidance across multiple areas of your financial life. 

How do I get started with a financial advisor in Old Lyme, CT?

Getting started typically begins with a conversation about your goals, financial priorities, and current situation. From there, an advisor can help develop a personalized strategy tailored to your needs. 

Resources

10 Timely Tax Tips for 2026

Our tips highlight 10 opportunities to discuss with your financial advisor, so you can explore potential planning considerations to help stay aligned with your long-term goals.

Planning with a Purpose: How to Avoid Becoming a Burden to Your Adult Children

Our guidebook offers practical ways to organize your finances, clarify your wishes, and start important conversations before a crisis hits.

retirement planning

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.

Financial Advisor Evaluation Checklist

Make side-by-side comparisons of potential firms designed to help you feel confident in taking the next step.

Savant Wealth Advisor Evaluation Checklist

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.

Contact