
Jonathan A. Panzica
CFP®, SE-AWMAPrivate Client Group Planner
7308 N. Willow Lake Court
Peoria, IL 61614
t: 309-693-0300
Since 1986, Savant Wealth Management has been a champion for client-focused advice, prioritizing your best interests in everything we do. Unlock Wise Counsel at Savant Wealth Management’s Peoria office, where our team of seasoned financial advisors can help you pursue your ideal future with a comprehensive suite of wealth management services, including investment management, financial planning, retirement plan services, and more. As Main Street advisors, not Wall Street investors, we are committed to guiding you toward your financial goals. Drawing upon over 30 years of experience as a majority employee-owned, fee-only wealth management firm, our Peoria financial advisors collaborate closely with you to develop a personalized financial plan tailored to your objectives.
We typically work with clients who have at least $750,000 in assets. That said, we also consider partnering with individuals and families who expect significant growth potential from a future inheritance, career trajectory, or other expected financial gains.
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!
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.
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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.