Savant serves financially established individuals and families, as well as institutions such as nonprofits, foundations, endowments, and retirement plans. We offer traditional wealth management, including financial planning, investment management, tax strategy, estate planning, trust guidance, and family office support. We also have professionals who specialize in serving executives and professionals with stock-based compensation, women navigating divorce, university faculty, and families supporting aging loved ones.

Life changes can affect every part of your financial picture. Our team can help you get organized, model cash flow, understand tax implications, retitle accounts, and update your estate and beneficiary designations. Our team includes specialists in estate and tax planning, as well as advisors who hold the Chartered Divorce Financial Analyst®, or CDFA®, designation.

Savant helps business owners with both their personal and business planning. On the business side, that can include succession and exit planning, tax strategy, liquidity and diversification planning, retirement plan design, and fiduciary support for your employees, and coordination with your outside professionals. We can also guide business owners as they plan their own retirements, helping them align their business and personal goals to plan for their ideal futures.

Equity can be a powerful wealth engine, but it’s complex. Our executive services include education on your grants, scenario modeling, cash flow and tax analysis, and a tailored exercise and sell strategy. We address RSUs as well as ISOs and non qualified stock options, and we can pair planning with tools to manage concentrated stock positions and diversify tax efficiently when needed.

When you work with Savant, you work with a coordinated team of advisors and specialists who can cover advanced planning alongside investment management. For families who need a deeper level of service, Savant’s Private Client Group brings a “family CFO” experience, with access to in-house specialists across tax, wealth transfer, trust services, and investment research. We can also integrate with Savant Legal, LLP, for document drafting through our affiliated law firm. The goal is a single, aligned plan that helps you protect, grow, and transfer your wealth across generations.