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 andfamily office services to financially established individuals and institutions. Savant also offers corporate accounting, tax preparation, payroll and consulting through its affiliate, Savant Tax & Consulting.

Consulting

Savant Wealth Management

Savant Wealth Management's headquarters in Rockford, IL, United States

Brent Brodeski

Jake Loescher

Matt Lane

Nicole Prouty

LaVonne Brown

Ahmed Hassanein

Martin Armbruster

Maria LaMarca

Margaret Baer, IACCP®

Dick Bennett, CFP(R), AIF®

David Barton

The Investment Operations team at Savant Wealth Management is responsible for the efficient management of investment processes and client portfolio integration. This team ensures accurate transaction processing, billing, and compliance while providing analytical support for investment strategies. By collaborating closely with financial advisors and portfolio managers, the team helps optimize client investment experiences and drive operational excellence within the firm.

Investment Operations

The Leadership Team at Savant Wealth Management is responsible for setting strategic direction, driving operational excellence, and ensuring compliance across the organization. Comprising key executives, including the CEO and various department heads, this team collaborates to enhance client services, innovate financial solutions, and uphold the firm's commitment to independent, fee-only wealth management. They play a crucial role in shaping company culture and maintaining Savant's reputation as a trusted advisor in the financial industry.

Leadership Team

The Financial Analysis and Reporting Team at Savant Wealth Management is responsible for delivering accurate financial data and insights that inform strategic decision-making. This team collaborates closely with other departments to prepare comprehensive financial reports, oversee budgeting processes, conduct variance analyses, and support investment management activities. Their work ensures compliance with regulatory standards and contributes to effective financial planning for clients.

Financial Analysis and Reporting Team

The Marketing and Communications Team at Savant Wealth Management is responsible for enhancing the firm’s brand visibility and client engagement through strategic marketing initiatives. This team manages digital and content marketing, develops targeted campaigns, and ensures consistent messaging across all channels. By leveraging market research and analytics, they work to effectively communicate Savant’s value proposition and cultivate meaningful relationships with clients and prospects.

Marketing and Communications Team

The Business Development and Client Services Team at Savant Wealth Management is dedicated to fostering relationships with clients and prospects while delivering exceptional service. This team identifies growth opportunities, develops strategic plans to attract new clients, and ensures existing clients receive comprehensive support in their financial planning and investment management needs. By leveraging their diverse expertise, including retirement planning and market insights, they enhance client satisfaction and drive the firm's overall growth.

Business Development and Client Services Team

The Compliance and Regulatory Team at Savant Wealth Management ensures that the firm adheres to all legal and regulatory standards, safeguarding client interests and maintaining organizational integrity. This team is responsible for monitoring compliance with industry regulations, conducting audits, and implementing internal policies. Additionally, they provide guidance and training to staff on regulatory requirements, ensuring that the firm operates within the legal framework while delivering exceptional service to clients.

Savant Wealth Management

Org chart

Teams

Investment Operations

Leadership Team

Financial Analysis and Reporting Team

Marketing and Communications Team

Business Development and Client Services Team

Compliance and Regulatory Team

Offices

Savant Wealth Management

Org chart

Teams

Investment Operations

Leadership Team

Financial Analysis and Reporting Team

Marketing and Communications Team

Business Development and Client Services Team

Compliance and Regulatory Team

Offices

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