Our Approach

The Savant Wealth Team – Your Access Point to Our Collective Wisdom

Our expansive team approach allows our financial advisors the depth of resources necessary to help solve the most complicated problems.

We have a deep bench of in-house estate planning, taxation, and accounting specialists to analyze your situation through the lens of their respective discipline. As your team collaborates, the valuable insights from each of the members is applied to your situation. The result is a thorough plan of action that is ready for final review and execution.

If you’re looking for a better relationship with your advisors in your own quest for peace of mind, let’s start a conversation today.

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A Wise Approach Based On Evidence

Through our collective wisdom and experience working with all types of clients, we’ve learned to stick with the fundamentals. Although concepts like investing for the long term, diversification, and staying in your seat don’t sound flashy, they are primary cornerstones of our craft. Our steady, evidenced-based approaches to investing and financial planning are structured to anticipate rocky inclines and uncertain times, not just smooth trails and sunny skies.

Evidenced-Based Investing: Tried-and-True Principles

Markets are remarkably efficient

It is impossible to consistently “beat the market.”

Asset allocation is important

We believe this has great effects on your portfolio, which is why you need the right mix of various equities, fixed income, and alternative investments.

Markets are not predictable

We avoid market timing because it adds speculative risk, excessive costs, and needless tax.

Broad diversification is necessary

This helps ensure your portfolio is designed to maximize long-term return while controlling risk.

Take a global approach

As global consumers, we believe in investing overseas.

Actively manage taxes

Our goal is to employ multiple strategies to ensure maximum tax efficiency and minimize needless tax- sometimes over multiple generations.

Eliminate excessive costs

The only thing guaranteed in investing is that you will keep more if you spend less.

Systematically rebalance

This method helps reduce risk and capture long-term market returns.

Optimize cash flow management

This is important so that your portfolio delivers income and principal when you need it.

Discover the Benefits of a Scientific, Evidence-Based Approach

Learn about evidence-based investing in a way that best fits your own style in our multi-media learning center.

Visit the Learning Center

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We believe all financial advice should be made in the best interest of the client.

Our Approach

The Savant Wealth Team – Your Access Point to Our Collective Wisdom

A Wise Approach Based On Evidence

Evidenced-Based Investing: Tried-and-True Principles

Discover the Benefits of a Scientific, Evidence-Based Approach

How Can We Help?

How Can We
Help?