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Multi-Family OfficeRIA · CRD 107271SEC-Registered

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SAVANT Wealth Management

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...

Overview

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.

General information

Firm type

Multi Family Office

Year founded

1987

Location

Region

North America

Country

United States

City

Rockford

Corporate office

McLean, VA, United States

Principals

Scott M. Kahan

President & Chief Investment Officer

John P. Bunch

Managing Director & Senior Wealth Advisor

Sector focus

Wealth ManagementFinancial PlanningAsset Allocation

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