Savant Wealth Management
April 23, 2026

Tax Strategies for High-Net-Worth Investors Video from Savant Wealth Management

by: Alaina B. DavalosJD
with: Joseph P. MarmoratoCFP®, CPA
ax Strategies for High-Net-Worth Investors Video from Savant Wealth Management

Savant professionals discuss how a post-filing review can help guide decisions around investment structure, charitable giving, cash flow management, and tax planning considerations. The conversation focuses on using completed tax returns as a planning tool, not just a record to file away.

Presented By:

Author Alaina B. Davalos Wealth Transfer Advisor JD

When Alaina was an attorney in private practice, she focused on both family planning and tax planning. She earned a bachelor of arts degree from the University of Richmond and a JD degree from Emory University School of Law in Atlanta. She is a member of the State Bar of Georgia.

Author Joseph P. Marmorato Senior Tax Strategy Advisor CFP®, CPA

Joe began his career in financial services in 2012. He is a member of the New Jersey Society of Certified Public Accountants and the American Institute of Certified Public Accountants, Tax Section.

About Savant Wealth Management

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.

©2026 Savant Capital, LLC dba Savant Wealth Management. All rights reserved.

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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