Savant - University Wealth Management

By Your Side on Life’s Journey

University Retirement

Transitioning from University Employment to Retirement

Whether you will fully retire, enter a phased retirement, or never retire at all, a clear vision and a thoughtful, detailed plan can help make the next phase of your life successful and fulfilling. What does the next chapter hold for you?

Learn More

Avoiding a Big Tax Bill

It’s not about how much you make; it’s about how much you keep after taxes. That’s why we believe tax planning is a critical component of wealth management.

Learn More
Transitioning Into Retirement

Replacing Your Income in Retirement

One of the most common questions we hear is, “Do I have enough money to retire?” Learn how to replicate your income and help create a reliable income stream to sustain your retirement.

Learn More
Selling a Business

Leaving a Legacy

Whether you are years away from retirement, in the process of retirement planning, or already retired, estate planning is a key component of your overall financial plan. Is your estate plan complete and updated?

Learn More
Maximize Benefits

Maximizing University Benefits

Universities offer some of the most generous and comprehensive benefits available, but maximizing these benefits can be complicated. Have you reviewed your university benefits recently?

Learn More
Second Opinion

Seeking A Second Opinion

Planning for retirement can raise lots of questions. Whether you’re thinking about hiring a financial advisor or just curious, it never hurts to get a second opinion to identify any gaps in your planning.

Learn More

Learn How Our Team Helps Provide Wise Counsel for University Leaders

Our team has worked with the university community for decades. We understand the rigors of working in a university setting and how that can impact your financial planning. Watch this brief video to learn more about how our team strives to help provide solutions for our clients.

Our Services