Savant University Wealth Management
www.savantwealth.comFor more than 30 years, Savant Wealth Management has worked to provide wise counsel to individuals, families, and businesses. A fee-only, independent RIA firm, we offer investment management, financial planning, retirement planning, and family office services to financially established individuals and institutions. We also offer corporate accounting, tax preparation, payroll and consulting through our affiliate, Savant Tax & Consulting. In 2021, Savant acquired Filbrandt Wealth Management, which offers comprehensive financial planning services to university professionals nationwide. As of Sept. 30, 2022, Savant held more than $12.5 billion in assets under management and assets under advisement. 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.
Read moreFor more than 30 years, Savant Wealth Management has worked to provide wise counsel to individuals, families, and businesses. A fee-only, independent RIA firm, we offer investment management, financial planning, retirement planning, and family office services to financially established individuals and institutions. We also offer corporate accounting, tax preparation, payroll and consulting through our affiliate, Savant Tax & Consulting. In 2021, Savant acquired Filbrandt Wealth Management, which offers comprehensive financial planning services to university professionals nationwide. As of Sept. 30, 2022, Savant held more than $12.5 billion in assets under management and assets under advisement. 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.
Read moreCountry
State
Wisconsin
City (Headquarters)
Middleton
Founded
1986
Estimated Revenue
$10,000,000 to $50,000,000
Social
Employees statistics
View all employeesPotential Decision Makers
Owner
Email ****** @****.comPhone (***) ****-****Financial Advisor / Managing Director
Email ****** @****.comPhone (***) ****-****Financial Advisor / Managing Director at Filbrandt
Email ****** @****.comPhone (***) ****-****Associate Financial Advisor
Email ****** @****.comPhone (***) ****-****
Technologies
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