Wellesley

Massachusetts

80 William Street, Suite 260
Wellesley, MA 02481
t: 781-235-7550

Massachusetts skyline

Savant Wealth Management
Wellesley, Massachusetts

Our Wellesley, Massachusetts wealth management team is committed to helping you pursue your ideal future with our comprehensive suite of services, including financial planning, retirement planning, estate planning, tax planning, and more.

Savant is a majority employee-owned, fee-only wealth management firm with a 30+-year history of working with clients. Our financial advisors collaborate with you to understand your unique goals and help develop a customized plan of action.  Contact Savant Wealth Management today to schedule a consultation. 

We typically work with clients who have at least $750,000 in assets. That said, we also consider partnering with individuals and families who expect significant growth potential from a future inheritance, career trajectory, or other expected financial gains.

Our Wealth Management Services

Resources

Retirement Countdown Guidebook

Getting ready to retire? Get our guidebook that can help you plan with confidence.

Upcoming Live Webinars

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

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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