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Olivia Cliff, a senior at the University of Wisconsin-La Crosse, interned this summer with Savant’s Investment Operations department in Middleton, Wisconsin. She shares what that experience meant to her.

When Desmond Wealth Management and Desmond Consulting Group joined Savant Wealth Management in May 2026, the question founder Greg Desmond, CPA/PFS, CFP®, needed answered first wasn’t about resources or scale. It was whether his Bay Area clients, some of whom have worked with him for decades, would still recognize the practice on the other side.  For Greg, the goal has […]

Learn how a financial advisor may help with tax planning, potentially reduce tax liability, and use tax-efficient strategies to help support your long-term financial goals.

Rachel Nester, a sophomore at Lebanon Valley College, interned with Savant’s Business Intelligence team in our Wyomissing, Pennsylvania, office. She shares what that experience meant to her.

Learn how to choose a financial advisor and the key characteristics of a good financial advisor to help you make financial decisions.

Watch the video “Protecting Your Wealth from Long-Term Care Costs” to learn expert strategies on retirement. Get practical tips from Savant Wealth Management.

Market swings can feel unsettling. Learn why short-term market moves can be unpredictable and why discipline matters.

Explore strategies for managing a large sum of money, including tax planning, investment decisions, and long-term financial planning.

Learn key investment risk tolerance questions, how to evaluate investment philosophy, and what to consider when choosing a financial advisor.

Navigate divorce financial planning with clarity. Learn what to do financially after divorce, manage assets, and rethink your financial future.

It’s hard to believe that 2026 is half over! If you made any financial resolutions this year, now is a great time to revisit them and evaluate your progress. It’s also a great time to review your financial plan, make adjustments, and update your records.

Social Security’s rules for collecting benefits are complicated. Benefits for widows are calculated differently than traditional retirement benefits, so you need to be aware of a few key rules and strategies.