Scottsdale

Arizona

20551 N Pima Rd Suite 200
Scottsdale, AZ 85255
t: 480-561-6323

Photo of Scottsdale, AZ

Wealth Management in Scottsdale, AZ

As Main Street advisors, not Wall Street investors, we are committed to helping you pursue your ideal future. We tailor our suite of comprehensive wealth management services, including financial planning, retirement planning, estate planning, tax planning, and more, to meet your unique needs.

Savant is a majority employee-owned, fee-only wealth management firm with a history spanning more than 30 years. We collaborate with Scottsdale’s financially established individuals and institutions. Our Scottsdale-based financial advisors work closely with you to understand your unique financial aspirations and craft a personalized strategy. Contact Savant Wealth Management today to schedule a consultation.

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.

Our Wealth Management Services

Resources

Retirement Countdown Guidebook

Getting ready to retire? Get our guidebook that can help you plan with confidence.

Upcoming Live Webinars

Our webinars are a great way to stay informed and take control of your financial future.

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