2000 Old Pecos Trail, Suite C
Santa Fe, NM 87505
t: 505.800.7797
When it comes to financial advice, trust and clarity matter. At Savant Wealth Management in Santa Fe, NM, our financial advisors remain committed to providing personalized guidance that puts your interests first. Our goal is to tailor every strategy to your life, your goals, and your long-term financial well-being.
While many of our clients begin with at least $750,000 in investable assets, we also welcome those who are preparing for future financial opportunities. Whether you anticipate a business transition, a career milestone, or an inheritance, we’re ready to help you build a plan with foresight and clarity.
Schedule your initial consultation with our Santa Fe team at 2000 Old Pecos Trail and experience working with advisors who take the time to understand your unique financial picture.
Choosing Savant means working with a national footprint backed by a local team that’s invested in your success. Our Santa Fe advisors remain committed to helping bring a high level of care and experience to every client interaction, offering financial guidance grounded in your goals.
We operate under a fiduciary standard, meaning we help provide advice that is objective and focused solely on helping you pursue your long-term financial goals. Whether you’re building wealth, nearing retirement, or facing complex financial choices, our team is here to help support you every step of the way.
Our Santa Fe location provides access to a wide array of financial services designed to address both your current needs and your future goals. From retirement income strategies to tax planning, investment oversight, and estate design, our team works collaboratively to help build a comprehensive financial plan that’s aligned with your values. Explore the services below to learn more.
Our advisors in Santa Fe are financial professionals dedicated to helping you make informed, confident decisions. With a focus on building long-term relationships, our team provides personalized support and collaborative planning that reflects your evolving needs. We’re proud to serve individuals and families throughout the Santa Fe community.
At Savant, we believe in equipping you with the knowledge and tools to make wise financial decisions. Our online resources include checklists, assessments, and planning guides developed to help you take control of your financial future with clarity.
If you’re ready to take a more proactive approach to managing your wealth, our team in Santa Fe is here to help. Call us at 505.800.7797 or schedule your initial consultation. Let’s start building a plan that fits your life today and can help grow with your goals tomorrow.
Bring recent tax returns, investment account summaries, and a list of your personal goals or concerns. This helps your advisor begin building a plan tailored to your full financial picture.
You can find us at 2000 Old Pecos Trail, Suite C, in Santa Fe. We’re located near the intersection with East Zia Road and easily accessible from Interstate 25. Parking is free and available at our office.
Our services include retirement planning, investment management, tax strategy, estate and legacy planning, and more. We custom-build every client plan to align with your financial goals.
A fiduciary must legally act in your best interests. At Savant, this means you receive advice that is not only well-informed but also focused on supporting your goals in an objective way.
Yes. In addition to serving high-net-worth clients, we also support professionals and families who are preparing for growth. If you’re entering a new financial chapter, our advisors can help you plan with intention and flexibility.
Whether you are seeking the services of a financial advisor for the first time, or comparing your advisor to someone new, it's important to ask questions to help ensure the firm you pick fits your needs.
In our free weekly Retirement Readiness Challenge, you'll learn the key steps to a successful retirement. Sign up today!
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.
