Savant Wealth Management Email Format
Financial ServicesIllinois, United States501-1000 Employees
Savant Wealth Management is a financial services firm and registered investment adviser headquartered in Rockford, Illinois. The company employs between 501 and 1000 people. Its services span investments, financial planning, tax management, estate planning, private trusts, family wealth transfer, accounting services, and retirement plan services. The firm emphasizes unbiased advice and a process-driven approach aimed at helping clients achieve their stated goals. The company has expanded through acquisitions and partnerships, including the acquisition of Source Financial Advisors in 2024, the acquisition of Desmondwealth in 2026, and a partnership with Exencialwealth Advisors in 2026.