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 acting in clients’ best interests. The firm has expanded its national footprint through acquisitions and organic growth, positioning itself as a prominent player in the wealth management industry.
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