1300 Highway A1A, Suite 103
Satellite Beach, FL 32937
t: 321.773.7773
At Savant Wealth Management in Satellite Beach, FL, our fiduciary financial advisors remain committed to providing objective and client-centered financial guidance to help you pursue your ideal future with confidence. Free from commissions and product sales, we base our advice on independence, transparency, and a steadfast commitment to your best interests. Located at 1300 Highway A1A, our Satellite Beach office partners with individuals, families, and business owners to develop personalized strategies that align with their long-term goals.
We often serve clients with at least $750,000 in investable assets while also welcoming those preparing for financial growth through career achievements, liquidity events, or inheritance. Whether you are approaching retirement or refining your financial approach, our local team is available for in-person or virtual meetings to help you plan with purpose. Schedule a consultation with our Satellite Beach advisors and discover what it means to work with a team committed to your long-term success.
Savant combines decades of national financial experience with a strong community presence in Satellite Beach. Every advisor on our team serves as a fiduciary, obligated to provide advice that puts your interests first. We don’t earn commissions or push products; we focus solely on helping you pursue your financial goals. Our Satellite Beach professionals are experienced, credentialed, and dedicated to providing straightforward, client-centered guidance.
Our Satellite Beach office offers comprehensive financial planning designed to bring structure and clarity to your full financial picture. From retirement and investment planning to planning your estate and tax strategy, Savant offers integrated guidance to help you manage every stage of your financial life. Our integrated team collaborates to build a strategy that supports your long-term goals.
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Our Satellite Beach financial advisors bring industry knowledge and a passion for service to every relationship. With credentials and a commitment to fiduciary excellence, they guide clients with thoughtful, personalized strategies built around their life and long-term goals.
A fiduciary advisor must act solely in your best interests. At Savant, this means our advice is transparent and free from commissions.
Please bring financial documents such as tax returns, investment statements, insurance summaries, and any estate planning materials. This helps us gain a clear understanding of your financial situation and priorities.
Our office offers a wide range of financial services. including retirement planning, investment management, tax strategy, and estate planning. We customize each service to support your long-term financial goals.
Located at 1300 Highway A1A, Suite 103, in Satellite Beach, our office is easily accessible from South Patrick Drive. We also offer convenient on-site parking.
Having the right resources can make all the difference in your financial planning process. Our collection includes retirement readiness guides, investment review tools, and planning checklists designed to help you gain clarity and take confident action toward your goals.
Our goal is to help you take the next step toward a thoughtful financial future. Contact our Satellite Beach office at 321.773.7773 or schedule a consultation today. Our local fiduciary advisors are ready to help you build a strategy that supports your goals with clarity and confidence.
Whether you are seeking the services of a financial advisor for the first time, or comparing your advisor to someone new, it's important to ask questions to help ensure the firm you pick fits your needs.
In our free weekly Retirement Readiness Challenge, you'll learn the key steps to a successful retirement. Sign up today!
Savant’s Ideal Futures® Financial Health Assessment is a three-minute exercise that provides you an objective and wide-ranging audit of your current financial situation. It helps prioritize what aspects of your financial situation need attention so you can create a plan of action.
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