Explore Our Services
A Team Approach to Serving Every Part of Your Financial Life
Savant Wealth Management’s capabilities include a full spectrum of services designed to work together seamlessly. From investment management and financial planning to estate planning and tax strategy, we collaborate to deliver integrated solutions that support your goals, simplify complexity, and help you make confident decisions for yourself, your family, or your business, now and in the future.
Learn how the power of our integrated services, provided by our team of credentialed advisors and specialists, can help you design and pursue your ideal future.
Comprehensive Wealth Management
True wealth management goes beyond investments. At Savant, we bring your entire financial life into focus—tax, estate, retirement, and more—so everything works together seamlessly. With financial advisors, attorneys, and tax professionals under one roof, you get integrated guidance tailored to your goals.
Investment Management
We make investment decisions based on the evidence, not the day’s news. Our disciplined approach is designed to help you avoid unnecessary risk and focus on long-term success. Learn how a smart strategy can lead to a steadier path forward—no matter the market.
Financial Planning
Our financial planning process covers 10 key areas, including health and wellness, retirement planning, estate planning, tax planning, charitable giving, and more. Our comprehensive review of your financial well-being helps you identify opportunities to create your ideal future and align your decisions with what matters most to you.
Estate Planning & Wealth Transfer
Updating your estate plan can feel overwhelming—but you don’t have to do it alone. Savant’s in-house attorneys and estate specialists guide you through every step, helping you protect your wealth and preserve your legacy.
Tax Advisory & Preparation
Tax planning shouldn’t start and stop in April. At Savant, our in-house tax team works year-round to help you stay ahead of changing laws, find strategies to help lower your tax burden, and find new opportunities. Whether you’re managing a household, business, or trust, our goal is to deliver proactive strategies as part of your overall financial plan.
Trust Services
Savant Private Trust brings together legal, tax, and financial expertise to offer a truly integrated trustee solution. Our in-house team collaborates across disciplines to help protect your assets, support your legacy goals, and simplify complex decisions. With nationwide capabilities and a commitment to independence and stability, we put your family’s future first.
Accounting & Consulting Services
Fuel your business with strategic guidance from Savant’s team of tax and legal professionals. We help deliver efficient, tech-enabled solutions—from planning and accounting to payroll and advisory—tailored to your goals. With deep experience in closely held businesses, including medical and dental practices, our goal is to help you simplify complexity and grow with confidence.
Family Office Services
High-net-worth families have complex needs that go beyond traditional planning. Savant’s Family Office services offer a fully integrated approach—combining estate, tax, investment, and accounting guidance—to help simplify your financial life and help preserve and support your family’s legacy for generations.