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Trust Services

An Integrated Team That Puts You and Your Family First

Where others might offer individual areas of expertise, our private trust division uses a team approach that leverages the wisdom of many to help you pursue your personal and financial goals.

Our disciplined team of in-house legal and tax professionals collaborates and delivers a truly independent and efficient corporate trustee solution. As a team, our professionals integrate investment counseling with income tax planning and preparation, asset protection planning, charitable giving, and estate planning. We strive to bring simplicity, ease, clarity, confidence, and perspective to your financial life.

Our trust services can support client needs in all 50 states and strives to build a reputation for financial strength, security, safety, and stability.

Trust Services

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Savant Wealth Management (“Savant”) is an SEC registered investment adviser headquartered in Rockford, Illinois. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy, including the investments and/or investment strategies recommended and/or undertaken by Savant, or any non-investment related services, will be profitable, equal any historical performance levels, be suitable for your portfolio or individual situation, or prove successful. Please see our Important Disclosures.

Savant Capital, LLC is a Trust Representative Office of National Advisors Trust Company (NATC) and National Advisors Trust of South Dakota, Inc. (NATSD) doing business as Savant Private Trust.