Savant Wealth Partners

Scalable Solutions for Growth

At Savant Wealth Partners, we are committed to empowering independent financial advisors and accountants to focus on what matters most—building relationships and achieving impactful results. With a 25-year track record partnering with RIAs, we offer comprehensive back-office support and portfolio management services designed to streamline operations and free up your time. For accountants looking to expand into wealth management, we provide the infrastructure, expertise, and guidance needed to build a thriving, sustainable business.

We’re more than your typical TAMP firm. As a majority employee-owned and founder-led company, we prioritize your success through:

Dedicated Support:

A tenured client service team focused on long-term relationships.

Tailored Transitions:

Customized support and transition pricing designed to accelerate growth.

Enhanced Client Experience:

Innovative technology and investment expertise.

goRIA/InvestmentNews included Savant Wealth Partners among its national list of turnkey asset management providers that financial advisors look to when outsourcing asset management.1  When you’re ready to take the next step in growing your practice and supporting your clients, Savant is here to help.

Savant Wealth Partners - financial advisors and accountants

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Wealth Management Support Services

Prospecting Support

Leverage our size and experience to help you get in front of – and win – more opportunities.

  • Tools for identifying prospects, initiating conversations, and managing the pipeline
  • Coaching and training on business development and sales
  • Assistance during prospect discovery meetings (in-person, online, on the phone)
  • Technical analysis for “second opinion” cases
  • Sales deck development and design

Fully Outsourced Portfolio Management

Get access to in-house and outside investment management specialists.

  • Professionally managed portfolios that are designed to fit your clients’ goals and your preferred advice
  • Assistance with investment analysis and recommendations
  • Trading and due diligence
  • Tax-aware rebalancing with asset location capabilities
  • Tax minimization strategies
  • A digital platform to manage 401(k) accounts

Freedom from Back-Office Tasks

Every hour you spend dealing with an administrative task is one less hour you have for relationship building and business development.

  • Dedicated client service manager
  • New account paperwork
  • Access to multiple custodians
  • Full billing support
  • Customized cash management
  • Record retention support
  • No firm-level AUM requirement or minimum TAMP fees

Best-in-Class Tools and Technologies

Deliver a high-end client experience without an upfront investment in technology.

  • Private-labeled client portal for on-demand access
  • Paperless reporting
  • Private-labeled robo advisor platform as a small account solution
  • Advisory dashboard for accessing client information, forms, compliance documents, and marketing materials

Practice Management Resources

Tap into 30+ years of experience to help accelerate your success.

  • Client-ready content
  • Just-in-time consulting on practice management, profitability, and efficiency
  • Access to experienced advisors for assistance with client questions
  • Educational webinars

Financial Advisors

With Savant, advisors get the freedom and the control of running their own business – without giving up the support and infrastructure of an experienced back-office team.

Growing advisory firms choose Savant. Our team of full-time specialists can help deliver scale-ready growth systems, strategic guidance, and operational support. We are here to simplify client service, reduce headaches, and give you the space you need to focus on what you do best.

avoiding a big tax bill from inheritance

Accountants

Savant empowers accountants to do more for their clients. We can provide wealth management solutions inside your accounting firm – without adding complexity, full-time employees, or headaches.

The financial industry is converging, while survey after survey has shown that members of the accounting profession are already their clients’ most trusted advisors. The big question is: What are you going to do with this trust?

We believe that trust is the perfect foundation for an accountant’s wealth management practice – and a reason to demonstrate how much more value you can add.

Our Process