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Comprehensive Wealth Management

More Than Just Investments

While many advisors manage money, we believe this is only a small piece of the equation. When done right, investments are the gas in your tank that allows you to navigate to your ideal future. You start by getting clarity on where you are going and how you will eventually define your success.

Just like a car, your financial life is run by a group of interdependent parts – investment management, tax management, estate planning, and retirement planning to name a few. Because Savant’s team includes an in-house private trust department and seasoned taxation, accounting, and estate planning specialists, we help seamlessly coordinate these complexities all in one place. In essence, Savant’s comprehensive wealth management services become your financial concierge.

Whether providing you advice regarding investments, tax strategy, retirement planning, estate and trust planning, business succession, or philanthropy, our team of specialists can help you move closer to achieving financial independence. We will execute and implement your plan in a focused, efficient, and accountable fashion. Together, we will continually review and measure your progress to ensure your plan remains aligned with your goals and is leveraging all available strategies. Our wise counsel will provide ongoing professional guidance and oversight on the road to helping you reach your goals.

A Wisely Executed Plan

Plan

We will implement your plan in a focused, efficient, and accountable fashion.

Review

We will continually review and measure your progress to ensure your plan remains aligned with your goals and is leveraging all available strategies.

Guide

We will provide ongoing professional guidance and oversight.

Achieve

Your overall costs may decline and you will more than likely pay less in taxes.

  • No plan
  • Disorganized
  • Too little time
  • Too much cost
  • Uncertain future
  • Lack confidence
  • Too much tax
  • Too complex
  • Ineffective diversification
  • Excess or unknown risk
  • Poor performance
  1. Determine what’s important
  2. Review current plan & portfolio
  3. Develop plan
  4. Implement & coordinate plan
  5. Conduct review sessions
  • Plan and path
  • Organized
  • More free time
  • Lower cost
  • Peace of mind
  • Confidence
  • Tax-efficient
  • Simplicity
  • Effective diversification
  • Managed risk
  • More return
Woman wearing yellow sweater

Focused On You

We act as your personal Chief Financial Officer (CFO). Helping you align your vision, values, strategies, and investments is something we take very seriously. Individuals who formalize their vision by identifying their priorities and goals have a significantly higher likelihood of achieving success. We’re there to do just that for our clients all year long.

Our Process

By establishing a system of professional oversight, we hope to increase your peace of mind throughout each step of the process.

Process Infographic

Advice

  • A clear path & plan
  • Strategies in the 10 key planning areas
  • Alignment of your vision, values, goals, & resources
  • Proactive advice

Implementation

  • The Ideal Futures PortfolioSM
  • Manage risk & return
  • Eliminate excess costs
  • Tax optimized structures

Coordination

  • Efficiency
  • Timely follow-up
  • Advisors work as a team
  • Comprehensive reporting & accountability
  • Cost efficient products

Service

  • Simplicity & ease
  • Responsive to critical life events
  • We are on call
  • Ongoing active oversight