20551 N Pima Rd Suite 200
Scottsdale, AZ 85255
t: 480.561.6323
At Savant Wealth Management in Scottsdale, AZ, our fiduciary financial advisors offer objective, fee-only advice tailored to your unique circumstances. As part of a national, majority employee-owned firm, we help clients navigate life’s financial complexities with strategies designed to serve their best interests. Conveniently located at 20551 N. Pima Road, our Scottsdale office serves professionals, families, and business owners seeking clarity and structure in their financial lives.
While we often work with clients who have $750,000 or more in investable assets, we also collaborate with those anticipating future financial growth. If you’re approaching retirement, preparing to transfer wealth, or evaluating long-term tax strategies, our Scottsdale team is ready to help you chart a personalized course forward.
Schedule a consultation and learn how our integrated financial planning can help bring your goals into focus.
Savant offers a blend of national resources and local expertise right here in Scottsdale. As fiduciaries, we act solely in your best interests, offering advice free from product sales or commissions. Our team in Scottsdale brings industry credentials, decades of collective experience, and a commitment to helping you make wise financial decisions with confidence and peace of mind.
The Scottsdale office provides access to Savant’s full suite of planning and advisory services. You may be focused on securing your retirement, refining your estate plan, or seeking tax-efficient investment strategies. Our collaborative, team-based approach helps ensure each aspect of your financial life works together toward your long-term goals.
Our Scottsdale advisors combine technical expertise with a genuine passion for helping people. Each team member holds a fiduciary duty to act in your best interests and takes the time to understand what matters most to you. With access to in-house specialists, we have the capabilities to support even the most complex planning needs.
Browse our set of practical resources, including planning checklists, goal-setting worksheets, and financial calculators, all created to support informed decisions. These tools can help you assess your current financial position and take meaningful steps toward a more thoughtful financial future.
Begin building a financial plan that reflects your long-term goals. Contact our Scottsdale office at 480.561.6323 or book your consultation online. Let’s work together to build a plan designed to give you clarity and confidence for the future.
Fiduciary advisors are held to the highest legal standard to act solely in your best interests. At Savant, we believe this means objective, commission-free advice tailored to your goals.
We recommend bringing tax returns, investment account summaries, insurance information, and any estate planning documents to help us understand your current financial landscape.
We provide comprehensive services, including retirement and investment planning, tax optimization, estate design, and more, strategically designed to support your goals.
Located at 20551 N. Pima Road, Suite 200, our office is easily accessible via Loop 101. We also offer free parking on-site.
Whether you are seeking the services of a financial advisor for the first time, or comparing your advisor to someone new, it's important to ask questions to help ensure the firm you pick fits your needs.
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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.
