Category: Press Room
Savant Wealth Management Adds California-Based Desmond Wealth Management
Savant announced its partnership with Desmond Wealth Management, a Walnut Creek, California-based firm with a long-standing focus on integrated wealth management and tax planning, as well as tax advisory for business clients.
Savant Wealth Management Partners with North Ridge Wealth Advisors
Savant announced it has partnered with North Ridge Wealth Advisors, a Beaverton, Oregon based wealth management firm serving busy professionals with complex financial planning needs.
Best Financial Planners in the US | 5-Star Financial Planners
Four Savant advisors were recognized by InvestmentNews as some of the Best Financial Planners in the U.S., honoring excellence, integrity, and client-focused planning.
CIOs push preparation over prediction in contending with global instability
CIOs at Citywire’s Nashville summit discuss why preparation beats prediction amid global instability, with Savant’s Zach Ivey sharing insights.
Four Savant Advisors Named to Forbes Best-in-State Wealth Advisors List
Four Savant Wealth Management advisors were named to the 2026 Forbes Best‑in‑State Wealth Advisors list, earning recognition across four states.
Brent Brodeski Shares Perspective on Leadership and Long-Term Growth
CEO Brent Brodeski discusses Savant’s approach to growth, leadership, and delivering long-term value as a fiduciary RIA.
Barron’s Spotlights Savant Wealth Management’s Continued Expansion
Barron’s interviews Savant CEO Brent Brodeski on recent acquisitions, national expansion, and the firm’s long-term growth strategy.
Media Mention – InvestmentNews Exencial and Heller Partnerships
InvestmentNews highlights Savant Wealth Management’s largest partnerships, including the $6B Exencial deal and Heller addition.
Savant Wealth Management Partners with Exencial Wealth Advisors
Savant Wealth Management has partnered with Exencial Wealth Advisors, a national RIA with $6 billion in assets under management and headquarters in Oklahoma City, OK. The partnership marks Savant’s largest deal to date and expands the firm into several new states.
New York-Based Heller Wealth Management Joins Savant
Savant Wealth Management, a fee-only registered investment adviser (RIA), announced it has partnered with Heller Wealth Management, a Melville, New York-based registered investment adviser with approximately $550 million in assets under management.
Savant promotes CIO to chief investment and advice officer role
Citywire reports that Savant Wealth Management promoted CIO Zach Ivey to chief investment and advice officer role at Savant.
Media Mention – Michelle Smith in InvestmentNews
Michelle Smith of Savant Wealth Management featured in InvestmentNews for insights on helping high-net-worth women navigate divorce finances and planning.