Savant Wealth Management
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Comprehensive Wealth Management for Individuals

A Holistic Approach to Comprehensive Wealth Planning

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Our Team

At Savant, we believe comprehensive wealth management goes beyond just an evidence-based approach to investing. We work with individuals who want one coordinated strategy rather than a collection of separate financial relationships. Our process centers on providing comprehensive wealth management planning that seeks to align every aspect of your financial life with your long-term goals. As a fiduciary, we are committed to acting in your best interest while providing holistic strategies designed to support your full financial picture. 

When you work with us, you gain access to a dedicated team of professionals, including advisors, investment researchers, attorneys, and tax accountants, who collaborate to provide comprehensive wealth advisory services tailored to your individual circumstances. We coordinate every facet of your financial life, from investment management and tax strategies to estate and retirement planning. 

Just like a well-maintained car, your financial future depends on how well each component works together. Through thoughtful, comprehensive wealth management strategies and with in-house specialists across tax, accounting, estate planning, and trust services, we can help simplify complexity so every part of your financial plan can work in harmony. 

  • Before
  • The Process
  • After
  • No clear plan
  • Disorganized finances
  • Limited time and oversight
  • Higher costs
  • Uncertain financial future
  • Lack of confidence
  • Inefficient tax strategies
  • Overly complex financial picture
  • Ineffective diversification
  • Excess or unknown risk
  • Inconsistent performance
  • Determine what’s most important to you
  • Review your current plan and portfolio
  • Develop a comprehensive wealth planning strategy
  • Implement and coordinate across all areas
  • Conduct ongoing review sessions
  • A clear financial plan and path forward
  • Organized financial life
  • Potential for greater cost efficiency
  • Potential for improved tax efficiency
  • Simplified financial strategy
  • Thoughtful diversification
  • Proactively managed risk
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Why Our Comprehensive Wealth Management Could Be Right for You

At Savant, we provide comprehensive wealth management designed to align your vision, values, strategies, and investments. Our approach to comprehensive wealth planning stems from the belief that individuals who clearly define their financial priorities may be better positioned to work toward their long-term goals. 

Our holistic view means we work alongside you year-round, continually refining your financial strategies to reflect your evolving goals. With Savant, comprehensive wealth management means having a dedicated team focused on helping you navigate complexity with clarity and confidence. 

We typically work with clients who have at least $750,000 in assets. That said, we also partner with individuals who anticipate significant financial growth through career advancement, inheritance, or other future opportunities. 

Frequently Asked Questions About Savant’s Comprehensive Wealth Management Services

What are Savant’s comprehensive wealth management services?

Savant’s comprehensive wealth management services aim to bring all aspects of your financial life together, including financial planning services, investment management, tax strategies, retirement planning, estate planning, and risk management. Our team works collaboratively to create a coordinated plan that aligns your financial decisions with your long-term goals. 

What is comprehensive wealth management, and how does it work?

Comprehensive wealth management is a holistic approach to managing your financial life that integrates multiple financial disciplines into one strategy. It works by coordinating your investments, tax planning, and long-term financial decisions through an ongoing process that evolves with your needs. 

How is comprehensive wealth management different from financial planning?

While financial planning focuses on specific goals or areas, comprehensive wealth management takes a broader, more integrated approach. It brings together multiple disciplines to create a unified strategy that evolves with your financial situation. 

Who should consider comprehensive wealth management?

Individuals with complex financial needs or growing assets may benefit from comprehensive wealth planning. It can be especially valuable for those seeking coordinated guidance across investments, taxes, and long-term planning. This often includes individuals managing equity compensation, a concentrated position, an inheritance, or the transition into retirement.

What are comprehensive wealth management strategies?

Comprehensive wealth management strategies involve coordinating investments, tax efficiency, estate planning, and risk management to help support your financial goals. These strategies can adapt over time and aim to help you make informed decisions with greater clarity.

How is comprehensive wealth management for individuals different from family office services?

Comprehensive wealth management coordinates your personal financial life: investments, taxes, retirement, estate planning, and risk management under one strategy. Family office services address the added complexity that comes with managing wealth across a family, such as shared entities, governance, and administration spanning multiple households and generations. 

The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement and the specific requests and needs of the client. Savant does not serve as an attorney or insurance agent. Savant does not prepare legal documents, nor does it sell insurance products. If the client engages us to do so, Savant can provide tax preparation services as discussed in Savant’s written disclosure brochure ADV Part 2A (see website footer) per the terms and conditions of a separate engagement and fee.

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Savant By the Numbers

Savant Owl

25K+

Clients Served

1986

Year Established

73

Savant Offices

297

Employee Member-Owners

$58B

Client Assets – AUM & AUA*

*Company statistics as of 8/31/2026. Client assets refers to client assets under management (AUM) $56.5B and client assets under advisement (AUA) $1.5B.
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