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Savant Wealth Management Family Office Overview
Type
Multi Family Office
Year Founded
1986
General Information
Savant Wealth Management Family Office is a multi-family office headquartered in Rockford. Founded in 1986, the firm evolved from an independent registered investment adviser into a comprehensive wealth management platform offering investment advisory, financial planning, tax, estate and philanthropic services for affluent families and closely held businesses. Majority employee-owned, it leverages fiduciary principles to align advice with client interests and sustain multigenerational capital stewardship.
Contact Information
Website:
https://www.savantwealth.com
Year Founded:
Investment Focus & Strategy
Open To First Time Funds:
Institution Type:
Multi Family Office
Leadership & Principals
Corporate Office:
Rockford, IL, United States
Portfolio & Notable Allocations
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