Savant Wealth Management

Q: What is Savant Wealth Management's company size?

Savant wealth management has 201 - 500 people working.

Financial Services

Specialities :

Investment management

Financial planning

Retirement planning

Qualified retirement planning

Trust services

Revenue

11M - 100M

Total Funding

Size

201 - 500

About Us

At Savant Wealth Management, were 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, were 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 youre looking for a team dedicated to you and your familys success, now and throughout your lives, visit us at www.savantwealth.com to find an office near you. Wed 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 indic...

Contact Information

Rockford , Illinois , United States

mcyrs@savantcapital.com

savantwealth.com

Savant Wealth Management Org Chart

Savant Wealth Management

(Financial Services)

201 - 500

Brent Brodeski

Founder & Chief Executive Officer

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Tim Rogowski

Chief Information Officer

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Employees

Total Employees:
345

Top Contacts:
17

C-Level 0	VP - Level1
Director-	Manager16
Others341

Employees Working At Savant Wealth Management

Tim Rogowski

Chief Information Officer

Scott Brown

Managing Director Financial Advisor

Anne Mank

Director of Financial Planning

Tory Meiborg

Financial AdvisorManaging Director

Dave Huber

Managing Director and Wealth Advisor

Savant Wealth Management Email Formats

Structure	Email Format
<f><last>@	Smith@savantcapital.com
<first>@	John@savantcapital.com

Buyer Intent

Pain Points	Locations	Technologies
Account Payable	Birmingham, AL	communication, integrity, basic, rest, financial, scheduling, payroll, collaboration, internet, k, client service
Account Payable	Greater Birmingham, Alabama Area	communication, integrity, basic, rest, financial, scheduling, payroll, collaboration, internet, k, client service
Account Payable	Madison, WI	workflow, integrity, basic, rest, financial, compliance, payroll, collaboration, k, client service
Account Payable	Rockford, IL	communication, integrity, basic, rest, financial, compliance, audit, payroll, collaboration, billing, operations, k, networking, procedure
Account Receivable	Birmingham, AL	communication, integrity, basic, rest, financial, scheduling, payroll, collaboration, internet, k, client service

Trigger

intent

Savant Wealth Management looking to hire in Application Development in Rockford, IL

intent Nov 05, 2024 Nov 05, 2024

intent

Savant Wealth Management looking to hire in Application Development in Satellite Beach, FL

intent Nov 05, 2024 Nov 05, 2024

intent

Savant Wealth Management looking to hire in Application Development in Greater Rockford Area

intent Nov 05, 2024 Nov 05, 2024

Tech Stack Used By Savant Wealth Management

A quick view of products employed by Savant Wealth Management

Aws

Azure

Citrix

Dynamics gp

Google analytics

List of technologies used by Savant Wealth Management

Analytics

Assessment

Audit

Billing

Languages Used By Savant Wealth Management

Basic Cedar E Fl Hoc K Microsoft access Natural Python R Sql

OS Used By Savant Wealth Management

Integrity Microsoft windows Ose Scope Share Windows server

Jobs at Savant Wealth Management

Hiring 2024-07-28 20:55:28

Inside Sales Representative

Madison, WI

Are you looking for an opportunity in Wealth Management that provides a fantastic career path? Th...

Hiring 2024-07-26 07:23:08

Tax Admin Assistant / Receptionist - Dover, DE

Dover, DE

Job DetailsJob LocationDover DE - Dover, DEPosition TypeFull TimeJob ShiftDayAs a member of the T...

Hiring 2024-07-27 14:08:30

Tax Preparer II - Clinton, SC

Clinton, SC

Here at Savant, our Tax Preparers are call Tax Associates. The Tax Associate is part of our Tax a...

Hiring 2024-07-27 14:04:50

Tax Preparer

Lewes, DE

Here at Savant, our Tax Preparers are called Tax Associates. The Tax Associate is part of our Tax...

Hiring 2024-02-18 01:46:52

Director of Client Services

Rockford, IL

Job DetailsJob LocationMultiple Locations - Rockford, ILPosition TypeFull TimeJob ShiftDayDescrip...

Hiring 2024-03-11 03:50:19

Lead Financial Advisor

Middleton, WI

The Lead Financial Advisor (Financial Advisor II) at Savant is the primary manager of the client ...

Hiring 2024-04-17 20:23:37

Internal Business Development Consultant

Rockford, IL

Job DetailsJob LocationMultiple Locations - Rockford, ILPosition TypeFull TimeJob ShiftDayThe Int...

Hiring 2024-02-17 00:55:14

Financial Advisor - Vienna, VA

Vienna, VA

Job DetailsJob LocationVienna VA - Vienna, VAPosition TypeFull TimeJob ShiftDayDescriptionAre you...

Frequently Asked Questions About Savant Wealth Management

What does Savant wealth management do?+

What are Savant wealth management's specialties? +

Investment management,financial planning,retirement planning,qualified retirement planning,trust services,estate planning,endowments & foundations,tax & consulting,philanthropic planning,cash flow management,and family wealth transfer