Savant Wealth Management

Savant Wealth Management

Comprehensive wealth management and financial planning services tailored to individual and business needs, ensuring client-centric fiduciary advice.

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Total Funding000k
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Savant Wealth Management is a financial advisory firm that offers comprehensive wealth management and financial planning services. The company serves a diverse range of clients, including individuals, families, and small businesses, with a particular focus on medical and dental practices. Operating in the financial services market, Savant Wealth Management provides tailored solutions to help clients manage their investments, retirement plans, and estate planning needs. The firm operates on a fiduciary model, ensuring that all financial advice is made strictly in the best interest of the client. With 20 office locations across 7 states, Savant Wealth Management leverages robust technology and service platforms to deliver efficient and effective financial solutions. The company's business model includes fee-based financial planning and asset management services, generating revenue through advisory fees and management fees. Savant Wealth Management also offers specialized services such as company retirement plans, estate planning, and tax planning, ensuring compliance with all governing laws and regulations. The firm aims to help clients achieve their financial goals through personalized and strategic financial advice.

Keywords: wealth management, financial planning, fiduciary advice, retirement plans, estate planning, tax planning, investment management, medical practices, dental practices, fee-based services.

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Investments by Savant Wealth Management

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Source Financial Advisors
ACQUISITION by Savant Wealth Management Dec 2024
Domani Wealth
ACQUISITION by Savant Wealth Management May 2023
Treybourne Wealth Planners
ACQUISITION by Savant Wealth Management Aug 2021
Terry Lockridge & Dunn
ACQUISITION by Savant Wealth Management Oct 2022
Alliant Wealth Advisors
ACQUISITION by Savant Wealth Management Jul 2022
World Trend Financial
ACQUISITION by Savant Wealth Management Oct 2022
SFG Wealth Planning
ACQUISITION by Savant Wealth Management Nov 2022
Capital Directions
ACQUISITION by Savant Wealth Management Feb 2023
Basil Financial Group
ACQUISITION by Savant Wealth Management May 2023
View 5 more