Cedarstone Advisors Partners with Savant Wealth Management
Savant Wealth Management partners with Cedarstone Advisors, expanding its California presence and financial planning resources for retirees.
- Thousand Oaks, California
Financial Advisors in Thousand Oaks, CA
At Savant Wealth Management, our Thousand Oaks-based financial advisors remain committed to providing trusted, personalized financial guidance to help you move forward with clarity. As fiduciaries, we focus solely on your goals and help offer recommendations that reflect your best interests.
Most of our clients begin with at least $750,000 in investable assets. However, we also serve those with strong potential for future financial growth due to career progression, business ownership, or an upcoming inheritance.
If you’re ready to take control of your financial future, reach out to our Thousand Oaks office, located at 3125 Old Conejo Rd., and schedule your introductory consultation today.
Services for Individuals & Families
From investment management and financial planning to estate planning and tax strategy, we collaborate to provide integrated solutions that support your goals, simplify complexity, and help you make decisions for yourself, now and in the future.
Family Office Services
For ultra-high-net-worth and multigenerational families, wealth spans entities, generations, and shared decisions. Savant helps coordinate all of it, from consolidated reporting to daily operations.
Business Advisory Services
Business advisory, accounting, and tax services that help business owners make smarter decisions today and prepare for what’s next, from growth to retirement and legacy.
Savant's Financial Views & News | Thousand Oaks, CA
Upcoming Webinars
Working on Your Own Terms: A Guide to Semi-Retirement
October 7 | 1:00 PM CTDon't Miss This Webinar! Have $750K+ saved? Learn about semi-retirement and factors to consider when transitioning from full-time work.
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Medicare Planning for High-Net-Worth-Retirees: Common Mistakes to Avoid
October 14 | 1:00 PM CTNavigating Medicare – Preparing for retirement? Explore Medicare considerations in a webinar designed for those with $750K+ saved.
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Is It Time to Move? Financial Considerations for Retirees
October 21 | 1:00 PM CTConsidering a move in retirement? Explore key considerations. Intended for those with $750K+ saved.
Register Today
Decisions that Might be Costly in a High-Net-Worth Divorce
October 22 | 1:00 PM CTHave at least $2M saved? Discuss financial visibility, decision-making, and planning during divorce.
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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!
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