During your introductory conversation with Savant, a member of our team will welcome you. We’ll gather some preliminary details – basic contact information, what brought you to Savant, which office is most convenient, and a general overview of your most pressing concerns. This information will help us find the best advisor for you.
Savant is committed to providing the value and experience you deserve in wealth management. Collectively, we offer our combined expertise, credentials, intelligence, work ethic, character, and reputation to guide you through our platform and process. We’re looking forward to meeting you! The following is helpful background about our initial process.