Savant Wealth Management

Savant Wealth Management provides comprehensive wealth management and investment management to a broad client base that includes individuals and families, charitable organizations, corporations, and retirement plans; the firm reported discretionary assets under management of about $37.03 billion and operates with a multi-advisor enterprise model. Services encompass investment management (discretionary and nondiscretionary), financial planning, family office services, trust services, and corporate retirement plan consulting.

The firm follows a structured, evidence-based investment approach grounded in modern portfolio theory, using model portfolios that blend low-cost mutual funds and ETFs, with tax-aware implementation such as tax-loss harvesting and account-level asset location. Savant also offers customization options — including a Custom Indexing program implemented via a third-party sub‑advisor, trigger-based rebalancing, and socially responsible model portfolios — while reserving limited use of individual securities, private placements, and option strategies where appropriate.

Distinctive features include in-house and affiliated advice and implementation capabilities: accounting, payroll, and tax services are offered through its wholly owned Savant Tax & Consulting subsidiary, and estate planning document preparation and other legal services are available through its affiliated law firm, Savant Legal LLP. The firm also serves other registered investment advisers as a sub‑advisor (including retirement plan 3(38) engagements), operates a Savant Private Trust solution, and markets niche offerings such as a branded divorce-planning program (Wife2CFO), practices that set it apart from many peers.