Growth, AI, and the Client Experience 

Media Mention – Brent Brodeski on Asset TV

Savant Wealth Management Founder and CEO Brent Brodeski recently appeared on Asset TV to discuss how the firm is balancing growth with its focus on client experience. 

In the segment, “Redefining the Trusted Advisor: Growth, AI and the Client Experience,” Brent explores Savant’s approach to AI and comprehensive wealth planning, along with how the role of the advisor is evolving beyond investment management to focus more broadly on clients’ goals and priorities. 

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Savant Wealth Management is a leading independent, nationally recognized, fee-only firm. 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 Accounting & Business Advisory.

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