VETTED
Tel: 815-622-0300 110 East Lynn Boulevard Sterling, IL 61081
Wise Counsel
About Savant Wealth Management
Our independent status is unique. It allows us to remain impartial in our advice and serve our clients in a fiduciary capacity. We accrue no benefit from brokerage services, commissions, finder fees, or product sales of any kind. We integrate the planning, investment, and tax disciplines to maximize after-tax wealth and align our clients assets with their ideal vision of the future. Savant has consistently received local and national recognition.
See DisclosuresGeneral Information
Firm Start Year:
1986
Name of Custodial Firm:
Schwab, TD Ameritrade, Fidelity
Work with the following types of clients:
Non-Profit Organizations, Individual Investors, Businesses
Advisory Services Provided:
Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Legal Advice and Services, Financial Advice & Consulting
Services
Investment Types:
Exchange Traded Funds (ETFs), Stocks, Bonds, Alternative Investments, Mutual Funds, Socially Responsible Investments (SRI)
I provide a free initial consultation:
Yes
Preferred meeting methods
Can meet clients in the following ways:
Email, Phone, Our Office, Our Offices, Video Conference
Compensation and Fees
Fee Structure:
Fee-Only
Compensation Methods:
Based on Assets
Firm Information
Firm's Number of Clients:
10,000+
Assets Managed by Firm:
$19.4 Billion
Disclosures
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
https://reports.adviserinfo.sec.gov/reports/ADV/107271/PDF/107271.pdf
https://savantwealth.com/disclosure-brochures/
https://reports.adviserinfo.sec.gov/reports/ADV/107271/PDF/107271.pdf
https://savantwealth.com/disclosure-brochures/
Additional Detailed Disclosures
Office Hours
Monday8:00 AM - 5:00 PM
Tuesday8:00 AM - 5:00 PM
Wednesday8:00 AM - 5:00 PM
Thursday8:00 AM - 5:00 PM
Friday8:00 AM - 5:00 PM
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