At Savant Wealth Management, our Walnut Creek, CA, advisors can help you make personalized financial decisions so you can work toward your long-term goals. As a fee-only, independent firm located at 1850 Mt. Diablo Boulevard, Suite 630, we uphold fiduciary standards by offering objective advice that prioritizes your needs. No matter where you are on your financial journey, our team can help bring deep experience and insight to the table.
We typically partner with individuals and families who have $750,000 or more in investable assets, as well as those approaching a significant financial transition such as a business sale, career advancement, or inheritance. Our team works closely with clients to help align financial decisions with evolving goals, helping them navigate complexity with greater clarity and confidence. If you’re looking for a long-term financial advisor in Walnut Creek, we’re here to help you take the next step.
Choosing a financial advisor is about more than proximity. It’s about finding a partner who understands your priorities and provides guidance designed to earn your trust. At Savant Wealth Management, our Walnut Creek team provides personalized financial guidance intended to support your long-term goals.
We take a comprehensive approach to financial planning, integrating investment management, tax strategies, retirement planning, and estate considerations into a cohesive strategy. Whether you’re planning for the next phase of life or managing growing wealth, our advisors can provide personalized recommendations and a disciplined process.
Working with a local Walnut Creek financial advisor can also give you the benefit of ongoing, relationship-driven support. We take the time to understand your goals and adjust your plan as your life evolves, with the goal of helping you stay on track over the long term.
Our Walnut Creek office provides access to a wide array of comprehensive financial services that address many areas of your financial life. If you’re looking for retirement strategies, investment management, or tax and estate planning, we created our offerings to help support your changing needs. Explore the service categories below to find the right fit for your long-term goals.
Savant announced its partnership with Desmond Wealth Management, a Walnut Creek, California-based firm with a long-standing focus on integrated wealth management and tax planning, as well as tax advisory for business clients.
Realities of a $2M Portfolio – Explore how planning, taxes, and cash flow can shape retirement decisions when evaluating a $2M portfolio.
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Organizing for Retirement – Learn how to plan ahead, organize key details, and talk with adult children. For those with $750K+ in retirement savings.
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Decisions After Inheriting – If you’re inheriting $1M+, attend this webinar to explore inheritance-related financial and estate topics.
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Can Taxes Shape Retirement? Learn how taxes can affect retirement income. Designed for individuals with at least $750k saved for retirement.
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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 NowOur guidebook offers practical ways to organize your finances, clarify your wishes, and start important conversations before a crisis hits.
Make side-by-side comparisons of potential firms designed to help you feel confident in taking the next step.
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.
