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November 17, 2023

by: Savant

How a Podcast Interview Drove Bridgeworth’s Deal with Savant

After listening to a podcast interview featuring Savant CEO Brent Brodeski, DeLynn Zell, the CEO and founder of Bridgeworth Wealth Management, felt compelled to investigate the possibility of forming a partnership with Savant. As a result, Savant and Bridgeworth recently executed a definitive agreement to merge their resources and expect to close by year end. Read more on Financial Planning’s website.

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Savant Wealth Management is a leading independent, nationally recognized, fee-only firm serving clients for over 30 years. As a trusted advisor, Savant Wealth Management offers investment management, financial planning, retirement plan and family office services to financially established individuals and institutions. Savant also offers corporate accounting, tax preparation, payroll and consulting through its affiliate, Savant Tax & Consulting.

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Savant Wealth Management (“Savant”) is an SEC registered investment adviser headquartered in Rockford, Illinois. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy, including the investments and/or investment strategies recommended and/or undertaken by Savant, or any non-investment related services, will be profitable, equal any historical performance levels, be suitable for your portfolio or individual situation, or prove successful. Please see our Important Disclosures.

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How a Podcast Interview Drove Bridgeworth’s Deal with Savant

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