Savant Wealth Management

Specialized Expertise for Senior-Level Executives

Maximize Your Equity Compensation

It’s easy to leave money on the table by making a move at the wrong time or missing a window of opportunity in the corporate calendar. We believe having professional guidance to optimize your equity compensation can make a big difference. The administrative complexity, tax, timing, and valuation issues all need careful evaluation to make wise strategic decisions.

Savant helps provide comprehensive wealth planning and specialized expertise to senior-level corporate executives who have equity-based compensation. Our goal is to help executives maximize their equity compensation, minimize risk and taxes, and manage cash flow and the impact of taxes.

Manager guiding employee on computer

Time Is Your Most Valued Asset

While you are making the company successful, you can look to Savant to help you optimize your financial decision-making. Our services fall into these key areas:

  • Stock incentive plan services
  • Executive transition and financial parity
  • Tax management
  • Financial planning
business people greeting

Stock Incentive Plan Services

Our analysis is designed to help uncover the value in your equity-based compensation.

  • Strategic stock option planning
  • Restricted stock and deferred compensation strategies
  • Executive transition and financial parity
Optimized Investing

Tax Management

Our deep bench of specialists, which includes financial advisors, attorneys, and accountants, collaborate to help manage and minimize your overall tax liability.

  • Executive deferral program optimization
  • Tax management for stock option exercises
  • Tax minimization on highly appreciated stock
Business Owner 3 Spotlight Background

How Can Savant Help?

You may be very knowledgeable when it comes to wealth planning and investment management, but few executives and professionals have the time or the energy to effectively manage their own wealth.

Savant Wealth Management (“Savant”) is an SEC registered investment adviser headquartered in Rockford, Illinois. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy, including the investments and/or investment strategies recommended and/or undertaken by Savant, or any non-investment related services, will be profitable, equal any historical performance levels, be suitable for your portfolio or individual situation, or prove successful. Savant is neither a law firm, nor a certified public accounting firm, and no portion of its services should be construed as legal or accounting advice. You should not assume that any discussion or information contained in this document serves as the receipt of, or as a substitute for, personalized investment advice from Savant. The scope of the services to be provided depends upon the needs of the client and the terms of the engagement.