
Planning for the future is all about perspective.
Savant Wealth Management offers a comprehensive focus, including tax and estate planning, aligned with your best interests.
Schedule a CallSavant Wealth Management offers a comprehensive focus, including tax and estate planning, aligned with your best interests.
Schedule a CallAt Savant Wealth Management, we help successful individuals, families, and institutions navigate the complexities of wealth and asset management with clarity and confidence. Our experienced in-house team of financial advisors offers comprehensive, strategic guidance across all areas of wealth management—including investment guidance, financial planning, tax and business consulting, estate planning, trust services, and family office support. As a fee-only, fiduciary firm, we’re committed to putting your best interests first—always. And wherever life takes you, Savant Wealth Management is by your side, providing Wise Counsel when you need it most.
*Company statistics as of May 1, 2025. Client assets refers to client assets under management (AUM) $29.6b and client assets under advisement (AUA) $1.3b.
Losing a parent can be one of life’s most challenging experiences, especially with the overwhelming legal, tax, and administrative responsibilities that follow. This informative on-demand webinar aims to provide practical steps and support to help you effectively manage these responsibilities.
Does it make sense to consolidate your retirement accounts? Like many issues, the answer is, “It depends.” Here are some pros and cons to consider before rolling all your retirement accounts into one.
Naturally, people fear losses more than they value gains. This is why many clients worry about financial setbacks. We often see “financial F.E.A.R.” – False Evidence Appearing Real. These fears often have a basis in truth but require deeper understanding. Here are four common retirement fears.
Savant Wealth Management, a fee-only registered investment adviser (RIA), announced the appointment of Ahmed Hassanein, CPA, as its chief financial officer (CFO). Hassanein, with over 30 years of experience in the financial services industry, joins Savant from Los Angeles-based Signature Estate & Investment Advisors, where he has served as CFO for the past two years.
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As your financial picture becomes more complex, you need a financial advisor with access to the specialists and resources who can help build your ideal future. Our team includes a growing list of knowledgeable professionals who work with divorcees, university professionals, public company executives, family caregivers, and more. But that’s not all! Learn the five most important reasons why we believe Savant should be your first call.