At Savant, we offer wealth management services for university professionals that are tailored to the unique needs of higher education employees. Our University Wealth Management Team has a long history of supporting university faculty, administrators, physicians, and researchers, helping them navigate the financial complexities of academic life.
Whether you’re managing research grants, navigating sabbaticals, or preparing for retirement, we deliver comprehensive wealth management for academics that aligns with your goals and schedule. From retirement planning for higher education employees to estate planning, investment management, and tax strategy, we serve as your trusted partner through every stage of your career.
As fiduciary advisors for university faculty, we offer unbiased guidance. We do not sell financial products and our advice is always centered on your best interest.
We believe that financial planning for university professionals should be as thoughtful and rigorous as the careers they support. We help simplify your financial life with coordinated, long-term strategies that reflect your personal goals and institutional retirement benefits.
We offer a full suite of financial services, including retirement planning, investment management, tax strategy, estate planning, and trust services, all tailored to higher education professionals.
Yes. We regularly work with TIAA, 403(b), and 457(b) plans and help clients align their university benefits with long-term retirement goals.
Absolutely. We support early-career faculty, mid-career professionals, and those approaching or in retirement with strategies that reflect their career timelines and financial priorities.
We are a fiduciary firm. This means we don’t sell products or earn commissions, and our advice is always in your best interest.
Yes. We understand the unique income structures in academia and provide planning support for grants, sabbatical leave, and external consulting income.
Our advisors have specific and in-depth knowledge about university employee benefit programs and retirement plans. We work with university faculty, physicians, and other professionals. We are not associated with any university or any retirement vendor, and we have no access to your private retirement or personnel information.
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. Savant is neither a law firm, nor a certified public accounting firm, and no portion of its services should be construed as legal or accounting advice. You should not assume that any discussion or information contained in this document serves as the receipt of, or as a substitute for, personalized investment advice from Savant. A copy of our current written disclosure Brochure discussing our advisory services and fees is available upon request or at www.savantwealth.com. The scope of the services to be provided depends upon the needs of the client and the terms of the engagement.
