Comprehensive Wealth Management

More Than Just Investments

While many advisors manage money, we believe this is only a small piece of the equation. That’s why our clients have access to a team that includes an advisor, investment researchers, attorneys, and tax accountants.

Just like a car, your financial life is run by a group of interdependent parts – investment management, tax management, estate planning, and retirement planning to name a few. Because Savant’s team includes an in-house private trust department and seasoned taxation, accounting, and estate planning specialists, we help seamlessly coordinate these complexities all in one place. In essence, Savant’s comprehensive wealth management services become your financial concierge.

Whether providing you advice regarding investments, tax strategy, retirement planning, estate and trust planning, business succession, or philanthropy, our team of specialists can help you move closer to achieving financial independence. We will execute and implement your plan in a focused, efficient, and accountable fashion. Together, we will continually review and measure your progress to help ensure your plan remains aligned with your goals and is leveraging all available strategies. Our wise counsel will provide ongoing professional guidance and oversight on the road to helping you pursue your goals.

Comprehensive Wealth Management

Schedule a No-Obligation Introductory Call

A Wisely Executed Plan


We implement your plan in a focused, efficient, and accountable fashion.


We continually review and measure your progress to ensure your plan remains aligned with your goals and is leveraging all available strategies.


We provide ongoing professional guidance and oversight.


Your overall costs may decline and it’s likely you will pay less in taxes.

  • No plan
  • Disorganized
  • Too little time
  • Too much cost
  • Uncertain future
  • Lack confidence
  • Too much tax
  • Too complex
  • Ineffective diversification
  • Excess or unknown risk
  • Poor performance
  • Determine what’s important
  • Review current plan & portfolio
  • Develop plan
  • Implement & coordinate plan
  • Conduct review sessions
  • Plan and path
  • Organized
  • More free time
  • Lower cost
  • Peace of mind
  • Confidence
  • Tax-efficient
  • Simplicity
  • Effective diversification
  • Managed risk
  • More return
Retiree Blue Spotlight

Focused On You

We act as your family’s personal CFO. Helping you align your vision, values, strategies, and investments is something we take very seriously. Individuals who formalize their vision by identifying their priorities and goals have a significantly higher likelihood of achieving success. We’re there to do just that for our clients all year long.

Our Process

By establishing a system of professional oversight, we hope to increase your peace of mind throughout each step of the process.

Process Infographic


  • Develop a clear path and plan
  • Leverage strategies in the 10 key planning areas
  • Align your vision, values, goals, and resources
  • Anticipate your future needs through proactive advice


  • The Ideal Futures PortfolioSM
  • Manage risk & return
  • Eliminate excess costs
  • Tax optimized structures


  • Efficiency
  • Timely follow-up
  • Advisors work as a team
  • Comprehensive reporting and accountability
  • Cost efficient products


  • Create simplicity and ease
  • Respond to critical life events
  • Ready to efficiently address any questions or requests
  • Provide ongoing oversight

The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement and the specific requests and needs of the client. Savant does not serve as an attorney or insurance agent. Savant does not prepare legal documents, nor does it sell insurance products. If the client engages us to do so, Savant can provide tax preparation services as discussed in Savant’s written disclosure brochure ADV Part 2A (see website footer) per the terms and conditions of a separate engagement and fee.