Wyomissing

Pennsylvania

1200 Broadcasting Road, Suite 100
Wyomissing, PA 19610
t: 610-927-4685

Wealth Management, Wyomissing, Pennsylvania

Wyomissing, PA
Financial Advisors:
Savant Wealth Management

Looking for a financial advisor in Wyomissing, Pennsylvania who places your interests first? You’ve found the Wise Counsel of Savant Wealth Management. At Savant, we’re Main Street advisors, not Wall Street investors. We believe in building genuine relationships with our clients and crafting personalized financial plans that align with your unique goals and aspirations. As an independent, majority employee-owned, fee-only Registered Investment Advisor, we prioritize your financial well-being. Our experienced advisors provide Wise Counsel, helping you pursue your ideal future through comprehensive wealth management services tailored to your needs. Whether planning for retirement, tax planning, or estate planning, we’re here to help.

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.

Schedule a consultation today!

Resources

Retirement Countdown Guidebook

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

Upcoming Live Webinars

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

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.

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