Savant Wealth Management

Savant Wealth Management

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SerdenID : PRO-20250904-01393

About Company

Savant Wealth Management is a nationally recognized, fee-only fiduciary firm founded in 1986, dedicated to helping individuals, families, business owners, executives, and institutions manage the complexities of wealth with clarity and confidence. Headquartered in Illinois with 45 offices nationwide, Savant oversees more than $34 billion in client assets under management and advisement. The firm provides comprehensive wealth services including financial planning, investment management, estate planning, trust services, retirement plan consulting, family office services, and tax advisory. Guided by its mission of delivering “Wise Counsel,” Savant emphasizes integrated and personalized strategies designed to align financial decisions with long-term goals, while always prioritizing clients’ best interests. With over 17,000 clients served and more than 200 employee member-owners, the company combines deep expertise, advanced planning tools, and a collaborative approach to empower clients through life transitions such as retirement, business succession, and wealth transfer. Recognized among the top independent RIAs in the nation, Savant continues to build on its long-standing reputation for integrity, innovation, and client-first service.

Service Category

Financial Planner

Area Served

New York

Contact Info

Address

545 5th Ave #1108, New York, NY 10017

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