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.
View Top Employees from Savant Wealth ManagementWebsite | http://www.savantwealth.com |
Revenue | $35 million |
Funding | $2 million |
Employees | 438 (329 on RocketReach) |
Founded | 1986 |
Address | 190 Buckley Drive, Rockford, Illinois 61107, US |
Phone | (815) 227-0300 |
Fax | (815) 226-2195 |
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Industry | Financial Services, Investment Banking, Asset Management, Investment Management, Finance, Accounting, Audit and Tax Services (B2B), Financial Planning, Retirement Planning, Qualified Retirement Planning, Trust Services, Estate Planning, Endowments & Foundations, Tax & Consulting, Philanthropic Planning, Cash Flow Management, Family Wealth Transfer |
Web Rank | 3 Million |
Keywords | Financial Planning |
Competitors | Beaird Harris, LASSUS WHERLEY & ASSOCIATES, P.C., Mercer Advisors, The Colony Group, The Welch Group |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 54161 Companies, NAICS Code 541 Companies, NAICS Code 541611 Companies, NAICS Code 54 Companies, NAICS Code 5416 Companies |
Looking for a particular Savant Wealth Management employee's phone or email?
The Savant Wealth Management annual revenue was $35 million in 2024.
Dennis Covington is the Managing Director, Southeast of Savant Wealth Management.
329 people are employed at Savant Wealth Management.
Savant Wealth Management is based in Rockford, Illinois.
The NAICS codes for Savant Wealth Management are [54161, 541, 541611, 54, 5416].
The SIC codes for Savant Wealth Management are [62, 628].