Focused on Your Success

Savant is committed to providing you with the value and experience you deserve in wealth management. Our approach starts with determining what is important to you and analyzing your current plan and portfolio. Our team then proposes optimal strategies and structures. Of course, a plan will not work if you do not follow through. Thus, we help implement your plan in a focused, efficient and accountable manner. Finally, we continually review and measure your progress to ensure your plan remains aligned and updated to leverage all available strategies.

Through wisdom and experience working nearly 30 years in the investment industry, Savant developed the Ideal Futures Health AssessmentSM, The Building Ideal Futures ProcessSM and The Ideal Futures PortfolioSM. In framing our approach using these proprietary methods, our goal is to provide you with the confidence that your investments are working towards your personal vision of an ideal future.

In addition, we have thoughtfully assembled a team of specialists, each of whom aspires to the highest professional and academic standards. Collectively, we offer our combined expertise, credentials, intelligence, work ethic, character, and reputation to guide you through our platform and process and toward your ideal future.