New York

New York, NY

545 Fifth Avenue, Suite 1108
New York, NY 10017
t: 212.273.0400

Wealth Management in New York, NY

Since 1986, Savant Wealth Management has remained steadfast as a champion for client-focused wealth management services. Our office located in New York, NY provides access to a team of experienced advisors. We offer comprehensive wealth management services, including investment management, financial planning, retirement plan services, and more. We are Main Street advisors, not Wall Street investors, committed to guiding you toward your financial goals.

Our comprehensive wealth management solution is ideal for individuals with at least $500,000 in investable assets. Whether you’re strategizing for retirement or simply aiming to build a secure financial future, Savant’s Wise Counsel is by your side. Schedule a consultation today!

Our Wealth Management Services

Comprehensive Wealth Management

Investment Management

Financial Planning

Estate Planning & Wealth Transfer

Tax Advisory & Preparation

Trust Services

Accounting & Consulting Services

Company Retirement Plans

Meet the Team

Michelle M. Smith

CDFA®

Managing Partner / Financial Advisor

Resources

Retirement Countdown Guidebook

Getting ready to retire? Get our guidebook that can help you plan with confidence.

Financial Advisor Evaluation Checklist

Whether you are seeking the services of a financial advisor for the first time, or comparing your advisor to someone new, it's important to ask questions to help ensure the firm you pick fits your needs.

Upcoming Live Webinars

Our webinars are a great way to stay informed and take control of your financial future.

Retirement Readiness Challenge

In our free weekly Retirement Readiness Challenge, you'll learn the key steps to a successful retirement. Sign up today!

Ideal Futures® Financial Health Assessment

Savant’s Ideal Futures® Financial Health Assessment is a three-minute exercise that provides you an objective and wide-ranging audit of your current financial situation. It helps prioritize what aspects of your financial situation need attention so you can create a plan of action.