Building Ideal Futures for University Leaders
Savant University Wealth Management has a long history of building partnerships with university leaders. Our team understands the rigors of working in a university setting, including teaching responsibilities, research, student support, grants, travel, labs and, for some, the practice of medicine. These may leave little time for personal endeavors, such as financial planning.
Comprehensive financial planning is the core of our service, including retirement planning, estate planning, tax planning, and investment management. We also offer trust services, making it easy for our clients to take care of the majority of their financial needs in one place.
Our team always takes an educational approach with clients, helping you understand why and how we work on your behalf. We are a fee-only fiduciary, committed to placing our clients’ interests first. We never receive commissions, don’t hold client assets, and do not sell any investment products. Having worked with the higher-education community for many years, we believe our advisors have a deep understanding of university benefits and the unique needs of university professionals. We would love to discuss your unique circumstances and how we might be able to assist you with your planning.