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Our Approach

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

If you think that most financial firms look, talk, and act alike and you’re looking for something deeper and more approachable, then we think you’re ready for our wise counsel. We believe our unpretentious, unassuming, common sense approach will help put you at ease about your finances.

Our expansive team approach allows our financial advisors the depth of resources necessary to 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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We’re in Your Corner

We are compensated based on how well we manage your assets, not how often we trade, or what products we use.

We consider our relationships with clients as a sacred trust by putting their best interest at the center of everything that we do. Savant approaches every client relationship as an investment fiduciary – someone who is responsible for managing the assets of another person and stands in a special relationship of trust, confidence, and/or legal responsibility.


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.


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

Evidenced-Based: Tried-and-True Principles