Savant Wealth Management

Suddenly Solo

Taking Control of Your Wealth After Divorce or the Loss of a Spouse

How do you plan for those life events you don’t want to think about? These unpleasant circumstances can happen in an instant and you’re left making a quick pivot to rearrange your life. You’re looking for the consistency that helped you feel secure in your “normal” life and it’s time to build a new plan to support yourself and the people who depend on you.

Single Woman

True Wisdom Shines in Times of Crisis

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You may not know who to trust and are looking for someone to help you get your financial life in order. Someone who has your back and explains things in plain English, rather than industry jargon-speak. With Savant Wealth by your side you’ll feel supported by a kind and knowledgeable community. From estate planning and trust services to taxation and investment management, we have a team of specialists who can help you through this transition and setup a strong foundation for your new life.

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Savant Views & News

October 27, 2022
The loss of a loved one can be devastating, and there is no easy way through it. Everyone grieves and heals at their own pace, in their own way. Some will look inward for the strength to make it through, and some will reach out for support.
October 25, 2022
The last few years have been tough on many families, and parents and retirees may feel compelled to help family members who have recently suffered economic consequences. Keep these considerations in mind before writing a check.
May 11, 2022
Although planning for the death of a spouse is unpleasant, the possibility of losing considerable income because your spouse passes away can be just as unpleasant. Proactive planning can help ease some of that strain.
March 17, 2022
Through divorce, widowhood, or later marriages, many will need to manage their finances on their own at some point in their lives. This webinar can help you prepare for the unexpected and help you progress along the road to financial peace of mind.

Explore Our Other Programs

Accumulator

Accumulator

Saving & Building Your Wealth

While juggling your commitments, you start to wonder if you’re managing your finances as you should. Will you have enough to retire or send the kids to a top school?

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Retired Couple Smiling After Retirement Planning

Retiree

Transitioning Into Retirement

Retirement isn’t a one-day event; it’s a multi-year process. You’ve worked hard and saved a considerable nest egg, but there are many moving parts.

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Diversifier

Diversifier

Protecting Your Life’s Work

You’ve worked hard to build your career and your business. Retirement may look different for you; the complexities of monetizing your business require specific expertise.

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