Savant Wealth Management is a fiduciary financial advisory firm that helps clients manage their wealth by offering personalized financial planning and investment management services.

Savant Wealth Management

IPhone / Mobile Compatible

Viewport Meta

SSL by Default

Google Tag Manager

Apple Mobile Web Clips Icon

Content Delivery Network

Google Maps

WordPress

Organization Schema

reCAPTCHA

Director of Investment Strategy / Member-Owner

Angela Berkosky

Financial Advisor/Member Owner

Brad Haverback

Founder & Chief Executive Officer

Brent Brodeski

Chief Growth & Practice Officer

Chris Walters

Financial Advisor/Managing Director/Member Owner/Executive Services Center of Excellence

Chuck Steege

Owner

Cka Steege

Market Manager / Financial Advisor / Member Owner

Daryl Dagit, CFP(R), CRPS, CEP

Owner and Wealth Advisor

Edward Cruickshank

Founder

Ellen Poppen

Director of Investment Research / Investment Committee Chair / Member-Owner

Gina Beall

Illinois Wealth Management Companies

Illinois Consulting Companies

Investors Active in New South Wales

Wealth Management Companies With More Than 50 Employees

Savant Wealth Management is a leading independent, nationally recognized, fee-only firm serving clients for over 30 years with more than $11 billion in assets under management and assets under advisement (as of 6/30/2021). As a trusted advisor, Savant Wealth Management offers investment management, financial planning, retirement plan and family office services to financially established individuals and institutions. Savant also offers corporate accounting, tax preparation, payroll and consulting through its affiliate, Savant Tax & Consulting.

Rockford

Illinois

United States

North America

Savant Wealth Management’s Acquisition of Bridgeworth Wealth Management

Savant Wealth Management taps William Blair for new CFO

Savant Wealth Management expands onto Florida with acquisition of $440M firm

Savant acquires $2.2B firm to add Alabama to its growing footprint

Van Meter, Savant Wealth Management named to fastest-growing companies list

Savant Wealth Management named as leading RIA firm

Puerto Rico

Kenya

Africa

India

Asia

Australia

Oceania

HTML5

Cloudflare CDN

Apache Server

Bootstrap

Amazon EC2

Vimeo

Wordpress

Wistia

Google Analytics

news_impact_assignment_basic

key_people

merger_acquisitions

network_dossier

public_peers

news_daily_refresh

news_processing_daily_refresh

news_impact_assignment_daily

news_processing_basic

legal

legal_dossier

bundesanzeiger

events_dossier

partnerships_market_presence_dossier

partnerships_market_presence

company_dossier

network

strategic_challenges

industry_trends

strategic_challenges_dossier

industry_trends_dossier

company_summary

events

network_mapping

transactions_dossier

swot_dossier

signals

financial_statements

crunchbase_trigger

crunchbase_profile

li_profile

financials_download_nd

private_financials

swot_analysis

financial_legal_advisories

company_structure

industry_analysis

financial_analysis

funding_rounds_analysis

regulatory_analysis

competition_analysis

news_impact_assignment_advanced

news_processing_advanced

news_advanced

purchaser_profile

network_onboarding

translate_crunchbase_fundingrounds

peers

customer_profile

news_basic

valuation

news impact assignment basic	general
public peers	general	Sep 5, 2024 5:40 PM	9be0a9de
news daily refresh	general
news processing daily refresh	general
news impact assignment daily	general
news processing basic	general	Sep 5, 2024 9:06 PM	da15fea1
company summary	general
signals	general
crunchbase trigger	general	Nov 18, 2024 2:12 PM	84f50f70
crunchbase profile	general	Nov 18, 2024 3:56 PM	68e0a2f4
li profile	general
translate crunchbase fundingrounds	general	Nov 18, 2024 4:19 PM	3b0199be
peers	general	Sep 5, 2024 5:40 PM	e34667b7
news basic	general	Sep 5, 2024 5:40 PM	77c9c47e
bundesanzeiger	filings
financials download nd	financials
private financials	financials

COM:SAVANTWEALTH

Savant Wealth Management