Are You Tariffied? What Investors Should Know About the Market’s Latest Drop Markets fell sharply following new tariff announcements. Here's what it means and why there's no need to panic. https://ow.ly/v2SR30sLnOx
Savant Wealth Management
Financial Services
Rockford, IL 6,272 followers
Fee-only wealth management firm providing comprehensive financial advice to individuals, families, and businesses
About us
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.
- Website
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http://www.savantwealth.com
External link for Savant Wealth Management
- Industry
- Financial Services
- Company size
- 501-1,000 employees
- Headquarters
- Rockford, IL
- Type
- Privately Held
- Founded
- 1986
- Specialties
- Investment Management, Financial Planning, Retirement Planning, Qualified Retirement Planning, Trust Services, Estate Planning, Endowments & Foundations, Tax & Consulting, Philanthropic Planning, Cash Flow Management, and Family Wealth Transfer
Locations
Employees at Savant Wealth Management
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Danielle Dahn, CFP®
Fiduciary Fee-Only Financial Advisor at Savant Wealth Management
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Chuck Steege, CFP®, CEP
Financial Advisor To Senior-level Executives/Savant Executive Services Center for Excellence
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Brent Brodeski
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Wayne B. Titus III
Managing Director and Investment Advisor at Savant Wealth Management
Updates
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🦉 𝐑𝐞𝐭𝐢𝐫𝐞𝐦𝐞𝐧𝐭 𝐏𝐫𝐞𝐩 𝟏𝟎𝟏: 𝐑𝐞𝐯𝐢𝐞𝐰𝐢𝐧𝐠 𝐘𝐨𝐮𝐫 𝐒𝐨𝐜𝐢𝐚𝐥 𝐒𝐞𝐜𝐮𝐫𝐢𝐭𝐲 𝐁𝐞𝐧𝐞𝐟𝐢𝐭𝐬 - Many people overlook their Social Security benefits before retirement. Fortunately, the Social Security Administration makes it easy to access your estimated benefits online. To learn more, read this blog by Savant's Portfolio Advisor, Jonathon Merickel, CFP®: https://ow.ly/Czm050VsJK7
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🦉 𝐓𝐡𝐞 𝐋𝐞𝐯𝐞𝐥-𝐇𝐞𝐚𝐝𝐞𝐝 𝐈𝐧𝐯𝐞𝐬𝐭𝐨𝐫'𝐬 𝐆𝐮𝐢𝐝𝐞𝐛𝐨𝐨𝐤 - 5 best practices during uncertain times. When volatility strikes, keep calm and carry on toward your investment goals! To learn more: https://ow.ly/hFum50Vu7GC
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𝐋𝐞𝐚𝐫𝐧 𝐭𝐡𝐞 𝐟𝐢𝐯𝐞 𝐫𝐞𝐭𝐢𝐫𝐞𝐦𝐞𝐧𝐭 𝐬𝐭𝐫𝐚𝐭𝐞𝐠𝐢𝐞𝐬 𝐲𝐨𝐮 𝐜𝐚𝐧’𝐭 𝐦𝐢𝐬𝐬 𝐨𝐧𝐜𝐞 𝐲𝐨𝐮’𝐯𝐞 𝐬𝐚𝐯𝐞𝐝 $𝟓𝟎𝟎𝐤 𝐨𝐫 𝐦𝐨𝐫𝐞, 𝐢𝐧𝐜𝐥𝐮𝐝𝐢𝐧𝐠 𝐨𝐧𝐞 𝐭𝐡𝐚𝐭 𝐦𝐚𝐲 𝐬𝐮𝐫𝐩𝐫𝐢𝐬𝐞 𝐲𝐨𝐮! 🦉Register for a free webinar: https://ow.ly/OiRZ50VnnKW
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🦉 𝐖𝐡𝐞𝐧 𝐭𝐨 𝐑𝐞𝐯𝐢𝐬𝐢𝐭 𝐘𝐨𝐮𝐫 𝐄𝐬𝐭𝐚𝐭𝐞 𝐏𝐥𝐚𝐧 - While reviewing your estate planning documents may not be at the top of your to-do list, it’s a crucial aspect of financial preparedness. Like regular medical checkups, proactive attention ensures your estate plan aligns with your current circumstances and legal landscape. To learn more, read this blog by Savant's Director of Wealth Transfer, Dominick Parillo, JD, CFP(R): https://ow.ly/gx8b50VsvxH
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🦉 𝐋𝐚𝐬𝐭 𝐜𝐡𝐚𝐧𝐜𝐞 𝐭𝐨 𝐫𝐞𝐠𝐢𝐬𝐭𝐞𝐫 - Feeling overwhelmed? Learn practical steps to help manage your legal and financial responsibilities after losing a parent. Join our upcoming webinar to learn more - register today: https://ow.ly/3uu150VlOc3
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𝐋𝐞𝐚𝐫𝐧 𝐭𝐡𝐞 𝐟𝐢𝐯𝐞 𝐫𝐞𝐭𝐢𝐫𝐞𝐦𝐞𝐧𝐭 𝐬𝐭𝐫𝐚𝐭𝐞𝐠𝐢𝐞𝐬 𝐲𝐨𝐮 𝐜𝐚𝐧’𝐭 𝐦𝐢𝐬𝐬 𝐨𝐧𝐜𝐞 𝐲𝐨𝐮’𝐯𝐞 𝐬𝐚𝐯𝐞𝐝 $𝟓𝟎𝟎𝐤 𝐨𝐫 𝐦𝐨𝐫𝐞, 𝐢𝐧𝐜𝐥𝐮𝐝𝐢𝐧𝐠 𝐨𝐧𝐞 𝐭𝐡𝐚𝐭 𝐦𝐚𝐲 𝐬𝐮𝐫𝐩𝐫𝐢𝐬𝐞 𝐲𝐨𝐮! 🦉Register for a free webinar: https://ow.ly/OiRZ50VnnKW
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Feeling overwhelmed? Learn practical steps to help manage your legal and financial responsibilities after losing a parent. Join our upcoming webinar to learn more - register today: https://ow.ly/3uu150VlOc3
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🦉𝟯 𝗤𝘂𝗲𝘀𝘁𝗶𝗼𝗻𝘀 𝘁𝗼 𝗔𝗻𝘀𝘄𝗲𝗿 𝘁𝗼 𝗗𝗲𝘁𝗲𝗿𝗺𝗶𝗻𝗲 𝗜𝗳 𝗬𝗼𝘂 𝗦𝘁𝗶𝗹𝗹 𝗡𝗲𝗲𝗱 𝗟𝗶𝗳𝗲 𝗜𝗻𝘀𝘂𝗿𝗮𝗻𝗰𝗲 - Are you still paying for life insurance? It might be time to reassess. By answering three simple risk-management questions, you can determine if you still need this coverage—or if it’s unnecessary. to learn more, read this blog by Savant's Managing Partner and Financial Advisor, Jack Phelps: https://ow.ly/k4xA50VlP8t
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Feeling overwhelmed? Learn practical steps to help manage your legal and financial responsibilities after losing a parent. Join our upcoming webinar to learn more - register today: https://ow.ly/3uu150VlOc3
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