Mitchell L. Struthers
CFA®, CPA, MSManager of Accounting & Business Advisory
Financial Advisors in Walnut Creek, California
At Savant Wealth Management, our Walnut Creek, CA, advisors can help you approach your financial future with confidence and clarity. As a fee-only, independent firm located at 1850 Mt. Diablo Boulevard, Suite 630, we act as fiduciaries, offering objective advice that aligns with your best interests. Wherever you are on your financial journey, our team brings experience and perspective to the decisions in front of you.
Our team works closely with clients to help align financial decisions with evolving goals, helping them navigate complexity with greater clarity and confidence. Our Walnut Creek advisors aim to build long-term client relationships, and that continuity shapes how we approach planning conversations. If you’re looking for a long-term financial advisor in Walnut Creek, we’re here to help you take the next step.
Our typical clients have $1M or more in investable assets. We also welcome those expecting future financial growth, whether through career progression, business transitions, or anticipated inheritance.
Why Work with a Financial Advisor at Savant in Walnut Creek, CA?
Choosing a financial advisor is about more than proximity. It’s about finding a partner who understands your priorities and provides guidance intended to support a long-term relationship built on trust and service. 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. California’s tax environment adds another layer to many planning decisions, from how the state treats investment income to how property passes to heirs. Our Walnut Creek team can help weigh these considerations alongside your retirement, investment, and estate planning.
Financial Services Offered at Our Walnut Creek Office
Our Walnut Creek office offers comprehensive financial services designed to help you meet your evolving needs. If you’re looking for retirement strategies, investment management, or tax and estate planning, our integrated team approach helps coordinate key aspects of your financial life. Explore the service categories below to find the right fit for your long-term goals.
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.
Meet Our Walnut Creek Financial Advisors
Our Walnut Creek advisors bring backgrounds in tax, accounting, and investment management, supporting individuals, families, and business owners across the East Bay. That combination puts tax considerations inside planning conversations rather than in a separate exercise handled elsewhere. Whether you’re weighing a business decision, reviewing an investment strategy, or working through how several parts of your financial life fit together, our team can help you evaluate the trade-offs.
Gregory M. Desmond
CPA/PFS, CFP®Managing Partner / Financial Advisor
Financial Planning Tools and Resources for Walnut Creek, CA, Residents
Informed financial decisions start with the right resources. Our Walnut Creek team provides planning tools, educational insights, and financial guidance designed to help you evaluate opportunities, navigate important decisions, and stay focused on your long-term goals. Below you’ll find live and on-demand webinars, self-guided tools such as our financial health assessment, and planning guides covering topics including tax considerations, retirement income, and legacy planning.
Savant's Financial Views & News | Walnut Creek, CA
From Desmond Wealth Management to Savant: A Conversation with Greg Desmond
When Desmond Wealth Management and Desmond Consulting Group joined Savant Wealth Management in May 2026, the question founder Greg Desmond, CPA/PFS, CFP®, needed answered first wasn’t about resources or scale. It was whether his Bay Area clients, some of whom have worked with him for decades, would still recognize the practice on the other side. For Greg, the goal has […]
Savant Wealth Management Adds California-Based Desmond Wealth Management
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.
Upcoming Webinars
Year-End Tax Planning for Investors with Significant Wealth
November 4 | 1:00 PM CTLearn about year-end tax planning considerations before 2027 begins. For investors with $750K+ saved.
Sign Up
Tax-Savvy Retirement Planning for Affluent Investors
November 10 | 1:00 PM CTHave at least $750K saved? Join our discussion on retirement income, tax planning, and legacy considerations. (111)
Save Your Seat
What University Professionals May Overlook About Retirement Planning
November 12 | 1:00 PM CTUnderstand retirement planning issues facing university professionals. For those with $1M+ saved for retirement.
Sign Up
Beyond the Documents: Preparing Heirs, Not Just Assets
November 18 | 1:00 PM CTEstate planning often includes both financial and family considerations. Intended for those with $750K+ saved.
Save Your Seat
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!
Watch NowFAQs About Financial Advisors in Walnut Creek, CA
Why work with a financial advisor in Walnut Creek, CA?
Working with a local financial advisor in Walnut Creek provides access to personalized guidance and ongoing support as your financial needs evolve. Whether you’re planning for retirement, managing investments, or navigating major financial decisions, a local advisor can help you build a strategy that matches your goals.
How does living in California affect financial planning?
California’s tax environment can affect how the state treats investment income, how property is assessed, and how assets pass to heirs within a broader financial plan. A coordinated approach can help you evaluate these considerations together rather than separately.
What wealth management services are available through Savant’s Walnut Creek office?
Our Walnut Creek office offers investment management, retirement planning, estate planning, tax advisory, trust services, accounting and consulting services, and wealth management strategies designed to help support long-term financial goals.
How can a financial advisor help with a business sale or transition?
Business owners approaching a sale or transition often face decisions about tax planning, timing, and reinvestment strategy. A financial advisor can help align these decisions with your broader financial goals.
Can a financial advisor also handle tax planning and preparation?
Some advisory teams include tax professionals, which allows tax considerations to be coordinated with investment and retirement decisions rather than addressed separately.
How often should I review my financial strategy in Walnut Creek?
Many individuals review their financial strategy annually and after major life or financial events such as retirement, career changes, inheritance, or a business sale.
What should I look for when choosing a financial advisor in Walnut Creek, CA?
Consider the advisor’s experience, planning philosophy, compensation structure, and ability to guide you across multiple areas of your financial life.
How do I get started with a financial advisor in Walnut Creek, CA?
The process begins with a conversation about your goals, financial priorities, and current situation. From there, an advisor can help develop a personalized strategy tailored to your needs.
Connect with a Financial Advisor in Walnut Creek, CA, Today
Whether you’re planning for retirement, navigating a business sale, or coordinating tax and investment decisions, our Walnut Creek advisors can help. Contact our office at 925.932.1994, or schedule a consultation to discuss your goals and learn how personalized financial guidance can help support your long-term plans.
