Savant Acquires $216 Million Silicon Valley RIA

CityWire RIA reported on Savant Wealth Management’s acquisition of Parkworth Wealth Management, a Silicon Valley firm. Known for its strong ties to the tech industry, Parkworth supports Savant’s strategy of building niche specialties while expanding its presence in California.

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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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