Savant Wealth Management

St. Paul | Minnesota

St. Paul, Minnesota

2250 Town Square Tower, 445 Minnesota St.
St. Paul, Minnesota 55101
Phone: 651.233.1100
St. Paul, MN

Financial Advisors in St. Paul, MN

Located along the Mississippi River, our St. Paul office serves individuals and families throughout the Twin Cities metro area and beyond. Whether your wealth comes from business ownership, healthcare, professional services, or a lifetime of disciplined saving, managing it with intention is essential. That’s where Savant Wealth Management can help.

Our fiduciary financial advisors at 2250 Town Square Tower, 445 Minnesota St., offer personalized planning strategies and put our clients’ interests first—always. Many of our clients have $750,000 or more in investable assets and seek an enduring relationship with a team that takes a holistic approach to financial well-being.

We welcome the opportunity to get to know you, understand your goals, and help you create a plan to support the life you envision. Schedule a consultation with our St. Paul financial advisors today.

Why Choose Savant in St. Paul for Financial Planning?

Choosing a financial advisor is a significant decision, especially in a region where complex financial situations intersect with lifestyle-driven goals. From managing multigenerational wealth and navigating estate planning to preparing for retirement or a business transition, our team is dedicated to helping bring clarity to every step. Savant is independent, fee-only, and a fiduciary. We do not sell products or earn commissions. Our advice focuses solely on your objectives. Our collaborative team includes in-house specialists in investments, tax planning, estate strategies, and retirement income, all working together to help you stay aligned with your goals.

Financial Services Offered at Our St. Paul Office

We provide comprehensive wealth management for individuals, families, retirees, and business owners. Every plan is designed to reflect your values, financial situation, and desired outcomes.

Our services include financial planning, investment management, retirement income strategies, tax optimization, estate and legacy planning, and business succession planning. Our goal is to help simplify decisions, protect your wealth, and keep you focused on what matters most.

Our Wealth Management Services

Comprehensive Wealth Management

Investment Management

Financial Planning

Estate Planning & Wealth Transfer

Tax Advisory & Preparation

Trust Services

Accounting & Consulting Services

Company Retirement Plans
financial planning tools, Rockford, Illinois, Santa Fe, New Mexico, Chicago, Illinois, Dover, Delaware, Fullerton, California, Lewes, Delaware, St. Paul, Minnesota

Financial Planning Tools and Resources for St. Paul Residents

Clients in St. Paul have access to a wide range of financial tools and resources designed to support smarter decision-making. From custom financial plans to real-time portfolio monitoring and tax-aware strategies, we can help you stay organized, informed, and in control of your finances.

We also provide educational content and workshops to help you better understand your planning options and stay up to date on important financial topics.

Work with a fiduciary financial advisor, Downers Grove, St. Paul

Connect with a Financial Advisor in St. Paul, MN, Today

If you’re ready to take the next step in your financial journey, we invite you to connect with a Savant advisor in St. Paul. We’re here to listen, learn what matters most to you, and can help you build a plan to support your future. Call our office at 651.233.1100 to get started, or schedule an introductory consultation.

FAQs About Financial Advisors in St. Paul, MN

What types of clients do you typically work with in St. Paul?

We serve individuals and families with $750,000 or more in investable assets. Many of our clients are retirees, business owners, or professionals seeking long-term financial planning support.

What makes Savant different from other advisory firms in St. Paul?

Savant is an independent, fee-only fiduciary firm. We don’t receive compensation by commissions or product sales, so we always align our advice with your best interests. Our comprehensive, team-based approach provides diverse expertise across disciplines.

What should I bring to my first meeting with a financial advisor in St. Paul?

To make the most of your initial meeting, we recommend bringing recent account statements, tax returns, any estate planning documents, and a list of your financial goals or concerns. This can help our team gain a full picture of your current situation so we can offer advice tailored to your needs.

How do I get to the Savant office in St. Paul?

You’ll find us at 2250 Town Square Tower, 445 Minnesota St. We’re conveniently located near Rice Park and the St. Paul Union Depot, with easy access from across the Twin Cities. Parking is available on-site.

What does it mean to work with a fiduciary financial advisor in St. Paul?

Fiduciary advisors must legally and ethically act in your best interests. Unlike brokers or commission-based advisors, we don’t receive incentives to recommend specific products or services.

Resources

Avoiding a Big Tax Bill: 8 Ways to Plan Ahead

Bring your taxes in line with these 8 smart “above-the-line” and “below-the-line” deductions.

Retirement Readiness Challenge

In our free weekly Retirement Readiness Challenge, you'll learn the key steps to a successful retirement. Sign up today!

Retirement Readiness, financial planning in Atlanta, Georgia, Vienna, Virginia

Upcoming Live Webinars

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

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.

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.

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