Financial Advisors
Westwood, MA
Savant Wealth Management is a fee-only, independent financial advisory firm in Westwood serving high-net-worth individuals and families with at least $750,000 in investable assets. Their team of CFP-certified advisors provides comprehensive wealth management including investment management, retirement planning, estate planning, tax advisory, trust services, and accounting consulting. Operating under strict fiduciary standards, they prioritize objective advice tailored to each client's long-term goals and values.
Ideal for: High-net-worth individuals with $750K+ in investable assets, business owners planning succession or facing major financial events, families focused on wealth preservation and tax efficiency, retirees seeking comprehensive income planning
Service area: Westwood, Massachusetts and surrounding Boston metro area
Fee-Only, Independent Structure: As a fee-only firm with no commissions, Savant aligns its interests directly with clients and upholds fiduciary standards to ensure objective, unbiased financial advice.
Comprehensive Service Offering: Beyond investment management, the firm provides retirement strategies, estate planning, tax preparation, trust administration, and accounting services—creating a complete financial planning solution.
Experienced, Credentialed Team: The Westwood office features multiple CFP-certified advisors and specialists with advanced credentials (ChFC, CFA, CLTC, CRPC), including advisors recognized by Barron's as top Massachusetts financial professionals.
Address: 100 Lowder Brook Dr Suite 1000, Westwood, MA 02090
Phone: (781) 255-0214
Website: savantwealth.com
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