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Welcome to Savant Capital Management!

Savant is a fee-only, integrated wealth management firm. Our goal is to deliver world class financial planning and investment results while helping you achieve simplicity, ease, clarity, confidence, focus, vision and peace of mind. Our clients include high net worth individuals, retirement plans, trustees and other stewards, and not-for-profits.

We are headquartered in Rockford, Illinois. We have additional offices in Madison, WI, Chicago, IL, Freeport, IL, Geneva, IL, Hoffman Estates, IL, and Peoria, IL. Our clients reside in over 42 states and four countries.

As a fee-only, fiduciary advisory firm we do not receive any commissions from investment companies. We are paid only by our clients. We believe this allows us to offer unbiased investment and planning advice.

Our client relationships often span multiple generations. Our client requirements allow us to establish mutually beneficial and life-long relationships.

We encourage you to learn how Savant can help you achieve your financial and life goals. We look forward to meeting you.

What's New

Backstage - Rebalancing Your Portfolio

The goal of Savant's rebalancing process is to enhance your portfolio. To better understand our process, this paper will address the following topics: What is Rebalancing?, The Benefits and Costs of Rebalancing, Non-rebalanced vs Disciplined Rebalancing: A Case Study, Optimal Rebalancing Frequency, and Lessons Learned.

Savant Spotlight

Doing Retirement Right!

Everyone only has one shot at life. Unfortunately, by the time you have gained all the wisdom and experience, it is too late! As such, leveraging others’ ideas regarding the best practices for "doing retirement right" and living a healthy, happy life increases your likelihood of success. To help you in your quest for well being, we have assembled a panel that includes some of the region’s top exp...