Financial Advisors
Middleton, WI
Savant Wealth Management is a fiduciary financial advisor serving Middleton and the greater Wisconsin area with comprehensive wealth management services. Their team of CFP-certified advisors specializes in investment management, retirement planning, tax strategies, estate planning, trust services, and accounting for clients with $750,000+ in investable assets, as well as those on a path to significant financial growth. Savant combines the resources of a national firm with personalized, community-based advisory focused on helping clients build long-term financial strategies aligned with their values and life goals.
Ideal for: High-net-worth individuals and families ($750k+ investable assets), professionals expecting significant financial growth, retirement planning seekers, business owners, university faculty
Service area: Middleton, Madison, and surrounding Dane County, Wisconsin
Fiduciary Standard: All advisors adhere to fiduciary duty, legally required to act in clients' best interests with transparent, objective guidance.
Comprehensive Service Integration: Combines investment management, tax planning, estate planning, trust services, and accounting into a cohesive, coordinated plan.
Team of Certified Professionals: Multiple CFP-certified advisors with specialized credentials including CTFA, EA, and ChFC® providing deep expertise in complex financial planning.
Address: 8401 Greenway Blvd # 212, Middleton, WI 53562
Phone: (608) 836-3600
Website: savantwealth.com
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