FIRM 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
| Professional | Firm & role | Office | Focus | Shortlist |
|---|---|---|---|---|
 | Savant Wealth ManagementFinancial Advisor / Member Owner | RockfordIllinois | Retirement planning | |
 | Savant Wealth ManagementManaging Partner / Financial Advisor / Member Owner | Los GatosCalifornia | Equity compensation | |
 | Savant Wealth ManagementFinancial Advisor / Member Owner | RockfordIllinois | Retirement planning | |
 | Savant Wealth ManagementFinancial Advisor / Member Owner | BirminghamAlabama | Comprehensive financial planning | |
 | Savant Wealth ManagementFinancial Advisor | ManassasVirginia | Comprehensive financial planning | |
 | Savant Wealth ManagementFinancial Advisor | RockfordIllinois | Comprehensive financial planning |
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