At Savant Wealth Management, we’re on a mission to make a difference in the lives of one million people. With a full suite of financial services, we strive to provide unbiased advice, and continually refine our process to help you achieve your ideal future – whatever that looks like to you.
Do you want to start or sell a business? Travel the world? Even if your ideal future is as simple as living comfortably in retirement, we’re here for you. Our Wise Counsel encompasses a wide range of services, such as investments, financial planning, tax management, estate planning, private trust, family wealth transfer, accounting services, and retirement plans.
Because we know the world of financial services can be complex, we want you to have peace of mind. We make investment decisions based on the evidence, focus on keeping your costs low, and act in your best interests at all times. We are fee-only, independent, and ready to give you the individualized attention you deserve.
If you’re looking for a team dedicated to you and your family’s success, now and throughout your lives, visit us at www.savantwealth.com to find an office near you. We’d love to make a difference in your life.
Do you want to start or sell a business? Travel the world? Even if your ideal future is as simple as living comfortably in retirement, we’re here for you. Our Wise Counsel encompasses a wide range of services, such as investments, financial planning, tax management, estate planning, private trust, family wealth transfer, accounting services, and retirement plans.
Because we know the world of financial services can be complex, we want you to have peace of mind. We make investment decisions based on the evidence, focus on keeping your costs low, and act in your best interests at all times. We are fee-only, independent, and ready to give you the individualized attention you deserve.
If you’re looking for a team dedicated to you and your family’s success, now and throughout your lives, visit us at www.savantwealth.com to find an office near you. We’d love to make a difference in your life.
Location: United States, Illinois, Rockford
Employees: 201-500
Phone: +1 815-227-0300
Founded date: 1986
Investors 1
| Date | Name | Website |
| 19.10.2021 | Kelso Priv... | kelso.com |
Mentions in press and media 3
| Date | Title | Description |
| 18.06.2026 | Women have better retirement savings habits but lower 401(k) balances than men, Vanguard finds | Among men, the average 401(k) balance last year was $194,597, about 33% higher than the $146,476 average among women, according to Vanguard’s new 2026 How America Saves report. However, women are generally more likely to participate in thei... |
| 12.11.2021 | Savant Wealth Management to Acquire WI-based Filbrandt Wealth Management | Our partnership with Filbrandt is the first since our most recent recapitalization, and demonstrates Savant’s commitment to expand our comprehensive platform of integrated service offerings. ROCKFORD, Ill. (PRWEB) November 12, 2021 Savant W... |
| 08.10.2021 | Savant Wealth Management Announces Strategic Minority Investment from Kelso & Company | Savant Wealth Management (Savant), a nationally recognized, fee-only registered investment adviser (RIA) with nearly $12 billion in assets under management, announced it has received a strategic minority investment from Kelso & Company ... |