Savant Accounting & Business Advisory, an affiliate of Savant Wealth Management in Rockford, IL

Name: Rockford, Illinois – Fincham
Price range: $$

We are pleased to announce that Summit CPA Group, P.C. has joined Savant Accounting & Business Advisory, an affiliate of Savant Wealth Management.

Savant's Financial Views & News | Rockford, IL

Savant September 15, 2026

Savant Accounting & Business Advisory Welcomes Summit CPA Group

Savant Accounting & Business Advisory welcomes Summit CPA Group, expanding accounting, tax, and advisory services for Rockford-area business owners.

Savant Accounting and Business Advisory Name Change

Savant September 15, 2026

Savant Tax & Consulting Changes Name to Savant Accounting & Business Advisory

Savant Tax & Consulting is now Savant Accounting & Business Advisory, reflecting expanded accounting, tax, consulting, and advisory services.

Navigating Health, Wealth, and Estate Decisions

September 23 | 1:00 PM CT

Health, Wealth, and Legacy – Explore how changing priorities can influence planning decisions. Best for investors with $750K+ saved.

Tax Strategies for High-Net-Worth Investors

September 30 | 1:00 PM CT

Wealth-Focused Tax Planning! Explore tax planning strategies for wealth management. Designed for those with $750K+ in investable assets.

Join Us

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

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.

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.

How Can We
Help?

Whether you have questions or wish to explore a partnership with Savant, we’re here to listen. Share a few details with us, and a member of our team will be in touch soon to start the conversation.

"*" indicates required fields

This field is for validation purposes and should be left unchanged.

First Name*

Last Name*

Zip*

Phone*

Email*

Comments*

To provide you with the best experience and most relevant content, please provide an estimate of your investable assets.*

By continuing, you agree to share your information with Savant and consent to receive communications from Savant, including SMS text messages. Standard message and data rates may apply. Message frequency may vary. Reply HELP for assistance or STOP to unsubscribe.