Sammy A. Azzouz
JD, CFP®Managing Partner / Financial Advisor
- 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.
Meet Our Westwood Financial Advisors
The advisors at our Westwood office combine years of industry expertise with a strong commitment to client-focused service. Guided by fiduciary principles, they work closely with individuals and families to create tailored financial strategies that reflect personal goals and values. They strive to build each relationship on trust, transparency, and a dedication to helping clients move forward with confidence.
Charles S. Bean III
CLU®, ChFC®Managing Partner / Financial Advisor
Timothy D. Winn
CFP®Lead Advisor / Financial Advisor
Hanna G. Gomez
CFP®Financial Advisor
Paul J. Higgins
CFP®, AWMA®, CLU®, ChFC®, CLTC®, MBAFinancial Advisor
Shane P. Brennan
Financial Advisor
William B. Bain
CFP®, CIMA®Financial Advisor
Kenzie M. Ferris
CFP®, CLTC®, AWMA®Financial Advisor
Savant's Financial Views & News | Westwood, MA
Why Heritage Chose Savant: A Conversation with Chuck Bean
Chuck Bean shares his perspective on Heritage Financial Services joining Savant and how the partnership expands planning capabilities and long-term client support.
Media Mention – Charles Bean Barron’s Best Advisors in MA
Charles Bean of Savant Wealth Management recognized by Barron’s as a 2026 top Massachusetts financial advisor for leadership.
Savant buys $3.9 Billion Boston-area RIA in largest-ever deal
Citywire RIA reported on Savant’s largest partnership to date, acquiring $3.9B Heritage Financial and expanding its New England presence.
Savant strengthens New England presence with $3.9 Billion Heritage Financial
InvestmentNews reported on Savant’s partnership with Heritage Financial, marking the firm’s largest deal to date and expanding its New England footprint.
Upcoming Webinars
Tax Strategies for High-Net-Worth Investors
April 22 | 1:00 PM CTPost-Filing Tax Decisions – This webinar covers post-tax filing considerations for investors with complex finances. Best for those with $750k+ saved.
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Navigating Health, Wealth, and Estate Decisions
April 29 | 1:00 PM CTWhere Health Meets Wealth – Explore how health, wealth, and estate decisions connect. Designed for those with $750K+ saved for retirement.
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Is $2M Enough for Your Retirement?
May 6 | 1:00 PM CTRealities of a $2M Portfolio – Explore how planning, taxes, and cash flow can shape retirement decisions when evaluating a $2M portfolio.
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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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