Want to know how Savant Wealth Management has pursued massive growth while maintaining a focus on improving client experience? CEO Brent Brodeski shared his insights on a recent episode of RIA Channel's video podcast. ?? Watch the full interview here: https://ow.ly/pO4R50Tn70T
Savant Wealth Management
金融服务
Rockford，IL 5,474 位关注者
Fee-only wealth management firm providing comprehensive financial advice to individuals, families, and businesses
关于我们
At Savant Wealth Management, we’re on a mission to make a difference in the lives of one million people. With a full suite of financial services, we strive to provide unbiased advice, and continually refine our process to help you achieve your ideal future – whatever that looks like to you. Do you want to start or sell a business? Travel the world? Even if your ideal future is as simple as living comfortably in retirement, we’re here for you. Our Wise Counsel encompasses a wide range of services, such as investments, financial planning, tax management, estate planning, private trust, family wealth transfer, accounting services, and retirement plans. If you’re looking for a team dedicated to you and your family’s success, now and throughout your lives, visit us at www.savantwealth.com to find an office near you. We’d love to make a difference in your life. Savant Wealth Management is a registered investment adviser headquartered in Rockford, Illinois. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. The scope of the services to be provided depends upon the needs of the client and the terms of the engagement.
- 网站
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https://www.savantwealth.com
Savant Wealth Management的外部链接
- 所属行业
- 金融服务
- 规模
- 501-1,000 人
- 总部
- Rockford，IL
- 类型
- 私人持股
- 创立
- 1986
- 领域
- Investment Management、Financial Planning、Retirement Planning、Qualified Retirement Planning、Trust Services、Estate Planning、Endowments & Foundations、Tax & Consulting、Philanthropic Planning、Cash Flow Management和Family Wealth Transfer
地点
Savant Wealth Management员工
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Neal Simon
Investor/Advisor in financial services industry. 4x CEO. Electoral reform activist. 2018 candidate for U.S. Senate.
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Danielle Dahn, CFP?
Fiduciary Fee-Only Financial Advisor at Savant Wealth Management
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Chuck Steege, CFP?, CEP, CKA?
Financial Advisor To Senior-level Executives/Savant Executive Services Center for Excellence
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Brent Brodeski
动态
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Founder and CEO Brent Brodeski, joined by Robert Morrison and Patrick Lawlor - CFA?, CFP?, outlined Savant's mission to impact 1 million lives by 2028 in a recent interview with Ficomm Partners. He explained Savant's unique approach to private equity, employee ownership, and mergers and acquisitions. "We believe that by empowering our employees and investing in the communities we serve, we can make a significant positive impact on the world," Brodeski stated. ?? Watch the full interview here: https://ow.ly/t4LX50Tm8il
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Have you ever wondered if owning a second home is right for you? Review the checklist that helps compare the pros and cons of buying vs. renting. ?? Read the latest from Jack Phelps: https://ow.ly/m7wb50TlWoU
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LAST CALL! ?? Has your retirement plan stalled due to indecision? Turn to our educational webinar, geared for those with $500k+. Join financial advisor Christopher Ruedi, CFA, CFP?, RICP? and financial planner Joe Marmorato, CPA on September 11 to learn more. ?? Sign up here (or share this link with a friend): https://ow.ly/44kz50SMm8x
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Explore the complicated link between politics and the stock market. Practical tips for investors with $500k or more saved. ?? Register now or share this link with a friend: https://ow.ly/lsLa50ThlFR
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We're thrilled to announce that our CEO, Brent Brodeski, has been named CEO of the Year by WealthManagement.com for firms with $20 billion+ in AUM! ?? This prestigious award recognizes his leadership, dedication, and commitment to providing best-in-class wealth management services. Under his guidance, Savant Wealth Management continues to grow and thrive. His ambitious vision to impact 1 million lives, coupled with his passion for helping clients pursue their financial goals, has helped make a significant impact on our industry. He instills that passion to all of Team Savant. Congratulations, Brent! We're honored to serve under your leadership. #SavantWealthManagement #CEOoftheYear #WealthManagement #FinancialPlanning 2024 Wealthmanagement.com CEO of the Year: Winners were selected by an independent panel of 19 judges in the industry with over 1000 nominations. The results were combined, tabulated, and reviewed by the independent panel to determine the winners who were announced at a live awards gala on Sept. 5. Savant did not pay a fee to be considered for this award.
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Being named an executor can be daunting, requiring significant time, expertise, and emotional energy. Learn more about when to decline, how to do so, and options if you need to step down after agreeing. ?? Read more: https://ow.ly/XytE50T7V4v
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The age-old question of whether $1 million is enough for retirement continues to spark debate, but the truth is, there's no one-size-fits-all answer. It's time to move beyond general guidelines and focus on a more personalized approach. ?? Read more: https://ow.ly/w9Nk50T6NXu
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Being the executor of a loved one’s estate can be complicated, especially if you stand to inherit $1M or more. We can help. ?? Register for this complimentary live webinar: https://ow.ly/rmt850TaUJE
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Savant's offices are closed today in observance of Labor Day. Whether you're grilling up some BBQ, enjoying a picnic, or just relaxing with loved ones, take a moment to honor your own efforts and achievements in 2024. Cheers to a well-deserved #LaborDay
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