Who We Serve
Specialized Guidance for the Clients We Know Best
Every client has a story—and the right financial strategy should reflect it. At Savant Wealth Management, our financial advisors serve a wide range of individuals, families, and organizations, with dedicated individuals who specialize in the unique challenges and opportunities of each. Whether you’re a physician, university faculty member, business owner, or executive, you’ll work with professionals who understand your world and can help you manage its complexities with clarity, experience, and care.
We’re not just here for a season; we’re here for the long haul. We build client relationships based on trust, transparency, and a shared commitment to help you pursue your goals at every stage of life.
Individuals & Families
As your life evolves, your financial situation naturally becomes more complex. Whether you’re building wealth, planning for retirement, or leaving a legacy, Savant offers personalized guidance backed by a team of specialists in estate, tax, and investment planning—working together to help you navigate each stage with clarity and confidence.
Executives & Professionals
Complex compensation requires a thoughtful strategy. From equity awards and fringe benefits to business ownership and tax exposure, we help professionals navigate financial complexity. Our team of advisors, attorneys, and tax professionals works together to optimize your wealth and minimize tax liability—so you can focus on what’s next.
University Faculty, Physicians & Administrators
With decades of experience serving academia, we understand the unique benefits, challenges, and university career paths that shape your financial life. Our specialized team provides comprehensive planning—investment, tax, retirement, and estate—explicitly tailored to the needs of university professionals like you.
Businesses
Today’s business owners face myriad financial decisions, from managing growth to retaining top talent. Savant’s team of advisors, attorneys, and accountants delivers integrated solutions—from tax, payroll, and consulting services to custom retirement plans that reduce risk and streamline operations. We also specialize in supporting professional firms like medical, dental, and legal practices, and their owners.