- Westwood, Massachusetts
Financial Advisors in Westwood, MA
At Savant Wealth Management, our Westwood, MA, 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 100 Lowder Brook Drive, Suite 1000, 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 work with clients who have at least $750,000 in investable assets. We also welcome people on a strong financial path who expect meaningful growth from a career milestone, business event, or inheritance. If you’re seeking a financial partner committed to helping you build and preserve wealth, schedule a consultation with our Westwood financial advisors today.
Financial Services Offered at Our Westwood Office
Our Westwood 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.
Upcoming Webinars
Avoiding a Big Tax Surprise
March 4 | 1:00 PM CTYear-Round Tax Planning – Review important tax topics to consider year-round. This webinar is for attendees with $750,000 or more in investments.
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Key Habits of Affluent Retirees
March 11 | 1:00 PM CTDesigning Your Retirement – Learn how affluent retirees approach giving and philanthropy. Designed for individuals with $750K+ saved for retirement.
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Estate Planning for the Wealthy
March 18 | 1:00 PM CTIs Your Estate Plan Current? Estate planning can grow complex as wealth increases. This webinar is designed for those with investable assets of $750K+.
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How to Settle Your Parents' $1M+ Estate
March 25 | 1:00 PM CTManaging a Family Estate – Unsure about estate settlement basics after the loss of your parents? Attend if you plan to settle a $1M+ estate.
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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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