Savant Wealth Management Family Office Overview

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.