For over 30 years, Savant Wealth Management has been dedicated to providing wise counsel to individuals, families, and businesses. As a fee-only, independent Registered Investment Advisor (RIA) firm, Savant offers a comprehensive range of services, including investment management, financial planning, retirement planning, family office services, corporate accounting, tax preparation, payroll, and consulting through its affiliate, Savant Tax & Consulting. With a steadfast commitment to serving financially established individuals and institutions, Savant has built a reputation as a trusted partner in wealth management.
As of March 31, 2024, Savant held approximately $25.3 billion in assets under management and assets under advisement, a testament to the trust placed in their expertise and the strength of their client relationships. This impressive figure reflects the confidence that clients have in Savant’s ability to guide them towards achieving their financial goals. Savant’s services are designed to provide comprehensive wealth management solutions tailored to the unique needs of each client. Their team of experienced professionals offers expertise in various areas, including investment management, financial planning, estate planning and wealth transfer, tax advisory and preparation, trust services, accounting, and consulting. By integrating these services, Savant ensures a holistic approach to wealth management, addressing every aspect of their clients’ financial well-being.
Comprehensive Wealth Management lies at the core of Savant’s service offerings. Their holistic approach encompasses a thorough assessment of clients’ financial situations, goals, and risk tolerance. By understanding the unique circumstances of each client, Savant develops personalized strategies that encompass investment management, financial planning, retirement planning, and more. This comprehensive approach ensures that clients receive tailored solutions that align with their individual needs and aspirations. Savant’s Investment Management services provide clients with access to a team of skilled professionals who apply disciplined investment strategies to help grow and preserve wealth. Through thorough research, analysis, and an unwavering commitment to their clients’ best interests, Savant’s investment team constructs diversified portfolios that are customized based on each client’s financial goals and risk tolerance. Financial Planning is a cornerstone of Savant’s offerings. Their team of Certified Financial Planner™ professionals works closely with clients to create personalized financial plans that prioritize their unique objectives. By considering factors such as retirement planning, education funding, cash flow management, and risk management, Savant helps clients navigate the complexities of their financial lives and provides guidance to help them make informed decisions.
Estate Planning and Wealth Transfer are vital components of Savant’s services. They assist clients in developing comprehensive estate plans to ensure the smooth transfer of assets according to their wishes. Savant’s experts provide guidance on wealth transfer strategies, estate tax planning, and the establishment of trusts to help clients protect and preserve their legacies. Savant’s Tax Advisory and Preparation services aim to optimize clients’ tax outcomes. Their team of tax professionals stays up-to-date with the ever-changing tax landscape to provide tailored strategies that minimize tax liabilities and maximize financial opportunities. By offering tax preparation and advisory services, Savant helps clients navigate the complexities of the tax system with confidence.
Trust Services offered by Savant provide clients with expert guidance in trust administration, fiduciary duties, and compliance. By establishing and managing trusts for wealth transfer, charitable giving, and asset protection purposes, Savant ensures that clients’ assets are protected and their intentions are carried out according to their wishes. Additionally, Savant offers Accounting and Consulting Services, including corporate accounting, payroll, and consulting through their affiliate, Savant Tax & Consulting. These services provide comprehensive support to businesses, enabling them to streamline their financial operations and make informed decisions to drive growth and success.
What sets Savant apart is their commitment to independence and employee ownership. They firmly believe that all financial advice should be made in their clients’ best interests, and their employee ownership structure enables them to provide long-term continuity in client relationships. Ownership in the firm also helps Savant attract and retain top talent in the industry, as well as outside investors who can contribute capital and expertise to support their growth. This unique capital structure ensures that Savant can never be forced to sell itself or buy out outside investors, granting them the freedom to make sound decisions on behalf of their firm and clients without external pressure or obligation.
In summary, Savant Wealth Management stands as a trusted partner in wealth management, offering a comprehensive suite of services to individuals, families, and businesses. With their independent approach, experienced professionals, and commitment to putting clients’ best interests first, Savant provides wise counsel and tailored solutions to help clients achieve their financial goals. Through their comprehensive wealth management services, investment management expertise, financial planning, estate planning, tax advisory and preparation, trust services, accounting and consulting, and company retirement plan services, Savant empowers their clients to navigate their financial journey with confidence and clarity.