Savant Wealth Management

Savant Wealth Management Savant Wealth Management is an independent, fee-only wealth management firm. Do you want to start or sell a business? Travel the world?

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. Even if your ideal future is as simple as living comfortably in retirement, we’re here for you. Our Wise Cou

nsel 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. Because we know the world of financial services can be complex, we want you to have peace of mind. We make investment decisions based on the evidence, focus on keeping your costs low, and act in your best interests at all times. We are fee-only, independent, and ready to give you the individualized attention you deserve. 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.

𝗜𝗻𝗵𝗲𝗿𝗶𝘁𝗮𝗻𝗰𝗲 𝗮𝗻𝗱 𝗧𝗮𝘅 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴 Learn about tax, trust, and estate planning considerations after an inheritance. Best for t...
08/09/2026

𝗜𝗻𝗵𝗲𝗿𝗶𝘁𝗮𝗻𝗰𝗲 𝗮𝗻𝗱 𝗧𝗮𝘅 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴 Learn about tax, trust, and estate planning considerations after an inheritance. Best for those who inherited $1M+. 𝗦𝗲𝗰𝘂𝗿𝗲 𝗬𝗼𝘂𝗿 𝗦𝗽𝗼𝘁! https://ow.ly/32ah50Zm94g

𝗛𝗼𝘄 𝘁𝗼 𝗥𝗲𝗰𝗿𝗲𝗮𝘁𝗲 𝗬𝗼𝘂𝗿 𝗣𝗮𝘆𝗰𝗵𝗲𝗰𝗸 𝗶𝗻 𝗥𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 Learn why retirement income planning matters and how to create a strategy f...
08/07/2026

𝗛𝗼𝘄 𝘁𝗼 𝗥𝗲𝗰𝗿𝗲𝗮𝘁𝗲 𝗬𝗼𝘂𝗿 𝗣𝗮𝘆𝗰𝗵𝗲𝗰𝗸 𝗶𝗻 𝗥𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 Learn why retirement income planning matters and how to create a strategy for withdrawals, taxes, Social Security, and lasting income.
https://tinyurl.com/4y7vm28j

𝗧𝗵𝗶𝗻𝗸𝗶𝗻𝗴 𝗔𝗯𝗼𝘂𝘁 𝗦𝗲𝗹𝗹𝗶𝗻𝗴 𝗬𝗼𝘂𝗿 𝗛𝗼𝗺𝗲? 𝗥𝗲𝗮𝗱 𝗧𝗵𝗶𝘀 𝗙𝗶𝗿𝘀𝘁 Thinking about selling your home? Learn how capital gains taxes work ...
08/07/2026

𝗧𝗵𝗶𝗻𝗸𝗶𝗻𝗴 𝗔𝗯𝗼𝘂𝘁 𝗦𝗲𝗹𝗹𝗶𝗻𝗴 𝗬𝗼𝘂𝗿 𝗛𝗼𝗺𝗲? 𝗥𝗲𝗮𝗱 𝗧𝗵𝗶𝘀 𝗙𝗶𝗿𝘀𝘁 Thinking about selling your home? Learn how capital gains taxes work for primary and vacation homes, plus strategies that may help reduce taxes and support your goals. https://ow.ly/Mj3250ZwzHA

𝗔𝗹𝘁𝗲𝗿𝗻𝗮𝘁𝗶𝘃𝗲 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁𝘀 𝗮𝗻𝗱 𝗛𝗶𝗴𝗵𝗲𝗿 𝗘𝗱𝘂𝗰𝗮𝘁𝗶𝗼𝗻: 𝗔 𝗣𝗼𝘁𝗲𝗻𝘁𝗶𝗮𝗹 𝗦𝗵𝗶𝗳𝘁 𝗳𝗼𝗿 𝗨𝗻𝗶𝘃𝗲𝗿𝘀𝗶𝘁𝘆 𝗥𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝗣𝗹𝗮𝗻𝘀 Explore how proposed De...
08/06/2026

𝗔𝗹𝘁𝗲𝗿𝗻𝗮𝘁𝗶𝘃𝗲 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁𝘀 𝗮𝗻𝗱 𝗛𝗶𝗴𝗵𝗲𝗿 𝗘𝗱𝘂𝗰𝗮𝘁𝗶𝗼𝗻: 𝗔 𝗣𝗼𝘁𝗲𝗻𝘁𝗶𝗮𝗹 𝗦𝗵𝗶𝗳𝘁 𝗳𝗼𝗿 𝗨𝗻𝗶𝘃𝗲𝗿𝘀𝗶𝘁𝘆 𝗥𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝗣𝗹𝗮𝗻𝘀 Explore how proposed Department of Labor guidance on alternative investments may affect university retirement plans, fiduciary responsibilities, and participant choices. [𝗥𝗲𝗮𝗱 𝗠𝗼𝗿𝗲] https://ow.ly/U7In50Zwj74

𝗡𝗼𝗻-𝗚𝗿𝗮𝗻𝘁𝗼𝗿 𝗧𝗿𝘂𝘀𝘁𝘀 𝗪𝗼𝗻’𝘁 𝗘𝗹𝗶𝗺𝗶𝗻𝗮𝘁𝗲 𝗬𝗼𝘂𝗿 𝗧𝗮𝘅𝗲𝘀: 𝗪𝗵𝗮𝘁 𝗦𝗼𝗰𝗶𝗮𝗹 𝗠𝗲𝗱𝗶𝗮 𝗟𝗲𝗮𝘃𝗲𝘀 𝗢𝘂𝘁 Social media claims non-grantor trusts can ...
08/06/2026

𝗡𝗼𝗻-𝗚𝗿𝗮𝗻𝘁𝗼𝗿 𝗧𝗿𝘂𝘀𝘁𝘀 𝗪𝗼𝗻’𝘁 𝗘𝗹𝗶𝗺𝗶𝗻𝗮𝘁𝗲 𝗬𝗼𝘂𝗿 𝗧𝗮𝘅𝗲𝘀: 𝗪𝗵𝗮𝘁 𝗦𝗼𝗰𝗶𝗮𝗹 𝗠𝗲𝗱𝗶𝗮 𝗟𝗲𝗮𝘃𝗲𝘀 𝗢𝘂𝘁 Social media claims non-grantor trusts can erase taxes, block lawsuits, and preserve wealth forever. Here's why estate planning rarely works that cleanly, and what to check before you act.
[𝗚𝗲𝘁 𝘁𝗵𝗲 𝗗𝗲𝘁𝗮𝗶𝗹𝘀 𝗛𝗲𝗿𝗲] https://ow.ly/I34G50ZvNQ3

𝗔 𝗥𝗲𝗳𝗲𝗿𝗲𝗻𝗰𝗲 𝗳𝗼𝗿 𝗧𝗲𝗰𝗵 𝗖𝗮𝗿𝗲𝗲𝗿𝘀 𝗶𝗻 𝗛𝗶𝗴𝗵-𝗖𝗼𝘀𝘁 𝗖𝗶𝘁𝗶𝗲𝘀 Tech professionals in cities like the Bay Area, Seattle, and Austin fac...
08/05/2026

𝗔 𝗥𝗲𝗳𝗲𝗿𝗲𝗻𝗰𝗲 𝗳𝗼𝗿 𝗧𝗲𝗰𝗵 𝗖𝗮𝗿𝗲𝗲𝗿𝘀 𝗶𝗻 𝗛𝗶𝗴𝗵-𝗖𝗼𝘀𝘁 𝗖𝗶𝘁𝗶𝗲𝘀 Tech professionals in cities like the Bay Area, Seattle, and Austin face financial questions that generic personal finance books don't address: housing costs, equity compensation timing, and how to help translate a high salary into long-term financial stability. "𝗣𝗲𝗿𝘀𝗼𝗻𝗮𝗹 𝗙𝗶𝗻𝗮𝗻𝗰𝗲 𝗳𝗼𝗿 𝗧𝗲𝗰𝗵 𝗣𝗿𝗼𝗳𝗲𝘀𝘀𝗶𝗼𝗻𝗮𝗹𝘀" by Bruce Barton, CFP®, CFA®, covers each topic. 𝗙𝗿𝗲𝗲 𝗖𝗼𝗽𝘆: https://ow.ly/RHNv50Zwilr

𝗥𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝘁𝗮𝘅𝗲𝘀 𝗰𝗮𝗻 𝗯𝗲 𝗺𝗼𝗿𝗲 𝗰𝗼𝗺𝗽𝗹𝗶𝗰𝗮𝘁𝗲𝗱 𝘁𝗵𝗮𝗻 𝗺𝗮𝗻𝘆 𝗽𝗲𝗼𝗽𝗹𝗲 𝗲𝘅𝗽𝗲𝗰𝘁. A withdrawal from one account could affect Medicare pr...
08/05/2026

𝗥𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝘁𝗮𝘅𝗲𝘀 𝗰𝗮𝗻 𝗯𝗲 𝗺𝗼𝗿𝗲 𝗰𝗼𝗺𝗽𝗹𝗶𝗰𝗮𝘁𝗲𝗱 𝘁𝗵𝗮𝗻 𝗺𝗮𝗻𝘆 𝗽𝗲𝗼𝗽𝗹𝗲 𝗲𝘅𝗽𝗲𝗰𝘁. A withdrawal from one account could affect Medicare premiums, Social Security taxation, or your overall tax picture in ways that aren't immediately obvious.

If you have $750,000+ in investable assets, our guide explores some of the hidden tax traps that can catch retirees off guard and strategies to help you plan ahead.

𝗗𝗼𝘄𝗻𝗹𝗼𝗮𝗱 𝘁𝗵𝗲 𝗴𝘂𝗶𝗱𝗲: https://ow.ly/pVrY50ZvQlT

𝗛𝗼𝘄 𝘁𝗼 𝗣𝗿𝗼𝘁𝗲𝗰𝘁 𝗚𝗲𝗻𝗲𝗿𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗪𝗲𝗮𝗹𝘁𝗵 𝗔𝗳𝘁𝗲𝗿 𝗦𝗲𝗹𝗹𝗶𝗻𝗴 𝗬𝗼𝘂𝗿 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 Selling your business is only the start. Learn what deter...
08/05/2026

𝗛𝗼𝘄 𝘁𝗼 𝗣𝗿𝗼𝘁𝗲𝗰𝘁 𝗚𝗲𝗻𝗲𝗿𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗪𝗲𝗮𝗹𝘁𝗵 𝗔𝗳𝘁𝗲𝗿 𝗦𝗲𝗹𝗹𝗶𝗻𝗴 𝗬𝗼𝘂𝗿 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 Selling your business is only the start. Learn what determines whether the wealth it creates lasts for one generation or many. https://ow.ly/AVJW50ZvNwc

𝗡𝗼𝗻-𝗚𝗿𝗮𝗻𝘁𝗼𝗿 𝗧𝗿𝘂𝘀𝘁𝘀 𝗪𝗼𝗻’𝘁 𝗘𝗹𝗶𝗺𝗶𝗻𝗮𝘁𝗲 𝗬𝗼𝘂𝗿 𝗧𝗮𝘅𝗲𝘀: 𝗪𝗵𝗮𝘁 𝗦𝗼𝗰𝗶𝗮𝗹 𝗠𝗲𝗱𝗶𝗮 𝗟𝗲𝗮𝘃𝗲𝘀 𝗢𝘂𝘁 Social media claims non-grantor trusts can ...
08/04/2026

𝗡𝗼𝗻-𝗚𝗿𝗮𝗻𝘁𝗼𝗿 𝗧𝗿𝘂𝘀𝘁𝘀 𝗪𝗼𝗻’𝘁 𝗘𝗹𝗶𝗺𝗶𝗻𝗮𝘁𝗲 𝗬𝗼𝘂𝗿 𝗧𝗮𝘅𝗲𝘀: 𝗪𝗵𝗮𝘁 𝗦𝗼𝗰𝗶𝗮𝗹 𝗠𝗲𝗱𝗶𝗮 𝗟𝗲𝗮𝘃𝗲𝘀 𝗢𝘂𝘁 Social media claims non-grantor trusts can erase taxes, block lawsuits, and preserve wealth forever. Here’s why estate planning rarely works that cleanly, and what to check before you act. https://ow.ly/WEMB50ZuR0x

Address

190 Buckley Drive
Rockford, IL
61107

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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+18152270300

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