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Family Office

Savant Wealth Management

Rockford, IL, United States

Type

Family Office

Check size

n/a

Verticals

Generalist

Investment thesis

Savant Wealth Management is a fee-only, independent registered investment advisory firm founded in 1986 and headquartered in Rockford, Illinois. The company provides comprehensive wealth management, financial planning, investment management, and fiduciary services to individuals, families, and institutions. Savant Wealth Management is recognized for its evidence-based investment approach and commitment to client-centric financial advice, maintaining a significant presence in the wealth management industry with offices across the United States.

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