Source-backed profile
Allison A. Alexander
Financial Advisor / Member Owner
Savant Wealth ManagementRockford, Illinois
Retirement planningFIRM PROFILE
Savant Wealth Management
Savant Wealth Management offers investment management and financial planning alongside tax, trust, and family office services. Its advisors help clients coordinate retirement, wealth transfer, philanthropy, and other financial priorities.
Investment managementFinancial planningTax advisory and preparationTrust servicesFamily office servicesRetirement planningEstate and wealth transfer planning
6linked professional records
6researched profiles
4listed office cities
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Explore a listed cityRockford, Illinois3Birmingham, Alabama1Los Gatos, California1Manassas, Virginia1
Source-backed profile
Bruce R. Barton
Managing Partner / Financial Advisor / Member Owner
Savant Wealth ManagementLos Gatos, California
Equity compensation
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Matthew D. Armstrong
Financial Advisor / Member Owner
Savant Wealth ManagementRockford, Illinois
Retirement planning
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Patti B. Black
Financial Advisor / Member Owner
Savant Wealth ManagementBirmingham, Alabama
Comprehensive financial planning
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Richard H. Allison
Financial Advisor
Savant Wealth ManagementManassas, Virginia
Comprehensive financial planning
Source-backed profile
Stephen H. Ambrose III
Financial Advisor
Savant Wealth ManagementRockford, Illinois
Comprehensive financial planningLooking for another name? Search all directory records
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