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Trust Services

An Integrated Team That Puts You and Your Family First

Where others might offer individual areas of expertise, our private trust division uses a team approach that leverages the wisdom of many to help you pursue your personal and financial goals.

Our disciplined team of in-house legal and tax professionals collaborates and delivers a truly independent and efficient corporate trustee solution. As a team, our professionals integrate investment counseling with income tax planning and preparation, asset protection planning, charitable giving, and estate planning. We strive to bring simplicity, ease, clarity, confidence, and perspective to your financial life.

Our trust services can support client needs in all 50 states and has built a reputation for financial strength, security, safety, and stability.

Trust Services

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Wise Counsel for University Professionals

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.