Mitchell L. Struthers
CFA®, CPA, MSManager of Tax & Consulting
Financial Advisors in Walnut Creek, CA
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.
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 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.
Financial Services Offered at Our Walnut Creek Office
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.
Meet Our Walnut Creek Financial Advisors
Gregory M. Desmond
CPA/PFS, CFP®Managing Partner / Financial Advisor
Savant's Financial Views & News | Walnut Creek, CA
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
5 Strategies for Investing During Uncertain Times
June 24 | 1:00 PM CTLearn how investors may approach market shifts. Save your seat today! Designed for those with $750,000+ in investable assets.
Register Now
The $1M+ Question: When Can You Afford to Stop Working?
July 8 | 1:00 PM CTIs Retirement Within Reach? Have at least $1M saved? Review key financial factors before stepping away from your career.
Sign Up
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 Now
