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Savant Wealth Management is an independent, fee-only wealth management firm providing comprehensive financial advice to individuals, families, and businesses across the nation. Since 1986, we have focused on one key principle—that all financial advice should be made strictly in the best interest of the client. But it goes beyond that. 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.
Rethinking Work and a Traditional Retirement
Many professionals and executives want to stop sprinting on the corporate treadmill. If you could turn your paycheck into a “play check,” would you?Learn More
Avoiding a Big
It’s not about how much you make; it’s about how much you keep after taxes. That’s why we integrate tax planning into our approach to wealth management.Learn More
With the right plan in place, the next phase of your life can be successful and fulfilling. What does the next chapter hold for you?Learn More
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.Learn More
Rolling Over a
If you have a 401(k) and are changing jobs, you may be wondering what to do with the money you’ve invested.Learn More
Experiencing Divorce or Losing a Spouse
Are you suddenly solo? Transitioning from living as a couple to surviving on your own can be complicated.Learn More
Seeking a Second
Whether you’re thinking about hiring a professional, looking for a new financial advisor, or just curious, it never hurts to get a second opinion.Learn More
At Savant, our team members share a common passion - serving our clients - and they do so with the highest level of integrity and care. We take great pride in our team, combining hand-picked individuals with the knowledge, talent, and wisdom to help build your ideal future.