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Wise Counsel
Wise Counsel –
Wise Counsel
By Your Side
Savant Wealth Management is an independent, fee-only wealth management firm providing comprehensive financial advice and services to individuals, families, and businesses across the nation. We are committed to helping our clients pursue peace of mind through the collective insight, wisdom, and perspective that we offer. That’s Wise Counsel by your side.
Wise Counsel –
Up Close and Personal
Whether you’re looking to retire comfortably, grow your wealth, or protect your assets, our case studies are designed to provide a sense of how we can help you pursue your financial goals. Although everyone’s situation is unique and there is no one-size-fits-all solution, they provide an inside look at how we strive to help our clients achieve their financial goals through our personalized approach.
By Your Side on Life’s Journey
Transition Into Retirement
Many people spend more time planning for a vacation than their retirement. With a clear vision and a thoughtful, detailed plan, the next phase of your life can be successful and fulfilling. What does the next chapter hold for you?
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Navigate the Challenges of Divorce
Whether you’re contemplating divorce, working through the process, or recently received your decree, chances are your financial situation is transitioning.
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Maximize Your Equity Compensation
Few executives have the time or energy to effectively manage the intricacies of their own compensation package and personal wealth.
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Rethink Work and a Traditional Retirement
After spending many years sprinting on the corporate treadmill, many professionals and executives are searching for a more balanced alternative. Are you ready to start working and living on your own terms?
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Roll Over a 401(k)
If you’re in the middle of a job change, you may be wondering what to do with the money you’ve invested in your 401(k).
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Avoid a Big Tax Bill
It’s not about how much you make; it’s about how much you keep after taxes. That’s why we believe that tax planning is a critical component of wealth management.
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Rebuild Your Life After Losing a Spouse
Even with the support of family and friends, transitioning from being a part of a couple to living on your own comes with significant emotional and financial challenges.
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Sell a Business
Whether you’re looking to transfer ownership to a family member, reward key employees with ownership, or sell the company outright, monetizing your business requires specific expertise.
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Closing Day (Inspired by a True Story)
What’s it like to achieve your ideal future? For some people, the occasion brings a flood of memories, feelings of deep satisfaction, and excitement for the days ahead. Inspired by the true story of a Savant client, “Closing Day” shows you what it could potentially be like when the future you’ve dreamed of finally arrives.
Savant Views & News
March 28, 2023
Does it make sense to consolidate your retirement accounts? Like many issues, the answer is, “It depends.” Here are some pros and cons to consider before rolling all your retirement accounts into one.
March 28, 2023
Choosing the right advisor for you and your family requires careful consideration. Good chemistry is important, but asking thoughtful questions and conducting due diligence can help you differentiate between a "good" advisor and a great one.
March 22, 2023
The Fed took center stage this week with its FOMC meeting, where committee members announced a 25-bps rate hike in their latest policy decision. What's intriguing is the swift shift in the narrative on what the Fed might or might not do.
March 22, 2023
Have you ever questioned whether retirement is truly what you desire? Is it really the ultimate goal you seek? Retirement often signifies an end, but it’s also important to consider what you will begin. Give yourself permission to dream and think, “What if?”
March 21, 2023
Millions of people worldwide are affected by epilepsy, a debilitating disorder, and Purple Day aims to increase awareness of this condition. Caring for a child with special needs can be expensive, but a financial advisor can assist in finding resources to subsidize the significant annual costs.
March 15, 2023
Savant Wealth Management's Chief Investment Officer, Phil Huber, discusses the recent bank failures of Silicon Valley Bank and Signature Bank, and provides some context around what consumers should consider when making choices about their liquid assets.
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