Savant Wealth Partners

Solutions for Accountants and Advisors

If you are an independent financial advisor who wants to spend more quality time with clients and less time managing day-to-day administrative tasks, let Savant assist you with a full range of back-office support and portfolio management services.

Or maybe you are an accountant looking to expand your services. Let us help deliver the infrastructure, expertise, and back-office support you need to build an enduring, thriving business.

When you are ready to positively impact more clients, Savant can help. Streamline operations, tap into investment expertise, simplify compliance, and access cutting edge technology – because your clients deserve an exceptional experience.

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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.

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

Savant Wealth Partners

Solutions for Accountants and Advisors

Financial Advisors

Accountants