Savant Wealth Management

Schedule a No-Obligation Introductory Call

During your introductory call, a member of our team will welcome you. We’ll gather some preliminary details – basic contact information, what brought you to Savant, which office is most convenient, and a general overview of your most pressing concerns. This information will help us find the best advisor for you.

After we’ve matched you with an advisor, the next step is Discovery. Discovery is the first of a two-step complimentary consultation with one of our financial advisors. You’ll learn more about who we are, what we do, and how we can help. A Savant financial advisor will gain a better understanding of your values, goals, priorities, and the state of your financial situation.

Ready to talk? Our team is flexible to meet your scheduling needs. Saturday and evening time slots available. Follow the instructions below to schedule a time to talk with a member of our team. We look forward to meeting you.

This page may take a moment to load.

 

Not ready to schedule a call yet? Learn more about becoming a client.

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.

©2023 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.