Savant Wealth Management is a leading independent, nationally recognized, fee-only firm serving clients for over 30 years with more than $11 billion in assets under management and assets under advisement (as of 6/30/2021). As a trusted advisor, Savant Wealth Management offers investment management, financial planning, retirement plan andfamily office services to financially established individuals and institutions. Savant also offers corporate accounting, tax preparation, payroll and consulting through its affiliate, Savant Tax & Consulting.

Consulting

Savant Wealth Management

Savant Wealth Management's headquarters in Rockford, IL, United States

This department provides expert financial guidance and planning services to clients, helping them to manage their finances effectively.

Financial Advisory

The Investment Operations team at Savant Wealth Management is responsible for the efficient management of investment processes and client portfolio integration. This team ensures accurate transaction processing, billing, and compliance while providing analytical support for investment strategies. By collaborating closely with financial advisors and portfolio managers, the team helps optimize client investment experiences and drive operational excellence within the firm.

Investment Operations

This department focuses on managing client relationships and providing support to enhance the overall customer experience.

Client Services

This department focuses on providing advisory support and guidance to clients.

Advisor Services

This department oversees all aspects of tax strategy and consulting services.

Tax and Consulting

The Leadership Team at Savant Wealth Management is responsible for setting strategic direction, driving operational excellence, and ensuring compliance across the organization. Comprising key executives, including the CEO and various department heads, this team collaborates to enhance client services, innovate financial solutions, and uphold the firm's commitment to independent, fee-only wealth management. They play a crucial role in shaping company culture and maintaining Savant's reputation as a trusted advisor in the financial industry.

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People (112)

Jobs (0)

Other teams

Investment Operations

Client Services

Advisor Services

Tax and Consulting

Leadership Team

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People (112)

Jobs (0)

Other teams

Investment Operations

Client Services

Advisor Services

Tax and Consulting

Leadership Team

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