Jean A. Wilczynski
CFP®, MBAFinancial Advisor
Financial Advisors in Old Lyme, CT
At Savant Wealth Management in Old Lyme, CT, our fiduciary financial advisors dedicate themselves to helping you approach your financial future with confidence and clarity. As a fee-only, majority employee-owned firm, our goal is to help provide objective advice that aligns with your best interest. 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.
If you’re preparing for retirement, navigating complex financial decisions, or aiming to align your investment, tax, and estate planning strategies, our Old Lyme-based team is here to help. Schedule your introductory consultation to learn how Savant can help support your long-term goals with clarity and care.
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 are committed to providing personalized guidance backed by the strength of a collaborative, credentialed team. As fiduciaries, we are legally bound to act in your best interests, providing transparent advice. From building your wealth to protecting what you’ve earned, 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 to ensure every part of your financial life works in harmony. Explore the service options below to see how Savant can help you pursue your goals.
Meet Our Old Lyme Financial Advisors
Our Old Lyme financial advisors bring years of experience and a fiduciary commitment to every client interaction. With specialized knowledge in tax strategy, estate planning, and investment management, we offer well-rounded support for individuals, families, and business owners across the region. We take pride in serving the Old Lyme community with thoughtful guidance and a personalized approach tailored to your goals.
Savant's Financial News & Views | Old Lyme, CT
Planning for a Tax-Efficient Retirement in Old Lyme, Connecticut
Tax-efficient retirement planning in Old Lyme, CT: Learn strategies to manage withdrawals, reduce taxes, and build sustainable retirement income.
Integrating Investment, Tax, and Estate Planning for Old Lyme Households
Financial planning in Old Lyme, CT: Learn how integrating investment, tax, and estate strategies may help reduce taxes and support long-term wealth.
How Old Lyme Families Can Plan for Multigenerational Wealth and Long-Term Care
Multigenerational planning in Old Lyme, CT: Learn how to plan for long-term care, transfer wealth, and support family financial security.
Why Exencial Chose Savant: A Conversation with John Burns and Caleb Dillard
Exencial leaders share why they partnered with Savant and how the firms align in their approach to clients, values, and growth.
Upcoming Webinars
The $1M+ Question: When Can You Afford to Stop Working?
July 8 | 1:00 PM CTIs Retirement Within Reach? Have at least $1M saved? Review key financial factors before stepping away from your career.
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Protecting Your Wealth from Long-Term Care Costs
July 15 | 1:00 PM CTCare Costs and Your Wealth – Learn how long-term care costs may affect your financial plan. Best for those with $750K_ saved for retirement.
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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!
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