Savant Wealth Management
Financial Services - Rockford, IL, US
Savant Wealth Management Employees
Savant Wealth Management Senior Management
Gina Beall
Director of Investment Research / Investment Committee Chair / Member-Owner
Jake CFP(R),ChFC,CRPS,CRPC,AIF
Member Owner/Financial Advisor - Rockford, (815) 227-0300
Savant Wealth Management Details
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.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.
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