At Savant Wealth Management in St. Charles, IL, our team of fiduciary financial advisors remain committed to helping simplify complex financial matters with personalized, commission-free advice. As part of a national, majority employee-owned firm, we’re committed to supporting your financial well-being through a disciplined, transparent approach. Our office, located at 555 S. Randall Road, proudly serves individuals, families, and business leaders across the Fox Valley region.
While many of our clients have at least $750,000 in investable assets, we also work with those who anticipate meaningful financial growth through career milestones, business sales, or inheritance. From long-term retirement planning to estate coordination and tax-smart investing, our advisors in St. Charles remain committed to providing tailored plans to help you move forward with confidence.
Schedule a consultation with our local team and explore how Savant can support your financial goals.
At Savant, we pair national capabilities with the familiarity of local service. Our St. Charles team operates with a fiduciary standard. This means your goals drive every recommendation. With industry credentials and decades of collective experience, our advisors build relationships on trust, integrity, and personalized advice designed to help serve your best interests.
Our goal is for clients at our St. Charles office to benefit from access to a wide range of integrated financial 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 to ensure each aspect of your financial life works together in pursuit of your long-term goals.
With a commitment to serving as true partners in your financial journey, our St. Charles advisors bring both technical expertise and genuine care to each client relationship. Backed by Savant’s in-house team of specialists, we’re equipped to guide you through life’s most important financial decisions.
Lead Advisor / Financial Advisor
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Director of Tax & Consulting Operations
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Regional Director of Advisory
Head of Tax & Consulting Operations
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Regional Director of Tax & Consulting
Balance college and retirement goals with experienced financial planning in St. Charles, IL. Partner with a fee-only advisor to help build a smart, tax-efficient plan.
Last week, the IRS announced a variety of tax-related adjustments designed to offset the effects of inflation. These adjustments generally apply to the 2023 tax year, for returns that will be filed in 2024.
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Browse our collection of checklists, guides, and financial tools built to support you at every stage of your planning journey. Our team curated these resources to help you make confident, informed decisions about your financial future.
Let’s build a plan that reflects your values and is designed to empower your future. Call our St. Charles office at 630.587.0193 or book a consultation today. Our local fiduciary advisors are here to support your goals with clarity, care, and strategic insight.
A fiduciary must act in your best interests, and at Savant, our advisors take that commitment seriously. We provide advice that’s independent, objective, and aligned with your life goals.
It’s helpful to gather documents such as your latest investment statements, tax returns, insurance details, and any estate planning paperwork. These items give us a comprehensive understanding of your financial picture.
Our services span retirement and investment planning, tax optimization, estate coordination, and more. We designed these services to support your evolving needs and goals.
You can find us at 555 S. Randall Road, Suite 100. The office is just south of Route 64 and offers free on-site parking for your convenience.
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Make the Most of the Tax Code Before 2026 Changes Take Effect.
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.
