Savant Wealth Management

Savant Wealth Management Savant Wealth Management is an independent, fee-only wealth management firm. Do you want to start or sell a business? Travel the world?

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. Even if your ideal future is as simple as living comfortably in retirement, we’re here for you. Our Wise Cou

nsel 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. Because we know the world of financial services can be complex, we want you to have peace of mind. We make investment decisions based on the evidence, focus on keeping your costs low, and act in your best interests at all times. We are fee-only, independent, and ready to give you the individualized attention you deserve. 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.

𝗘𝗻𝗴𝗮𝗴𝗶𝗻𝗴 𝗬𝗼𝘂𝗻𝗴𝗲𝗿 𝗘𝗺𝗽𝗹𝗼𝘆𝗲𝗲𝘀 𝗶𝗻 𝗥𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝗣𝗹𝗮𝗻𝘀: 𝗣𝗿𝗮𝗰𝘁𝗶𝗰𝗮𝗹 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗲𝘀 𝗳𝗼𝗿 𝗣𝗹𝗮𝗻 𝗦𝗽𝗼𝗻𝘀𝗼𝗿𝘀 Explore ways to engage younger em...
06/24/2026

𝗘𝗻𝗴𝗮𝗴𝗶𝗻𝗴 𝗬𝗼𝘂𝗻𝗴𝗲𝗿 𝗘𝗺𝗽𝗹𝗼𝘆𝗲𝗲𝘀 𝗶𝗻 𝗥𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝗣𝗹𝗮𝗻𝘀: 𝗣𝗿𝗮𝗰𝘁𝗶𝗰𝗮𝗹 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗲𝘀 𝗳𝗼𝗿 𝗣𝗹𝗮𝗻 𝗦𝗽𝗼𝗻𝘀𝗼𝗿𝘀 Explore ways to engage younger employees in your retirement plan through clear communication, plan design, and financial wellness support. https://ow.ly/OtOK50Zeo4Z

06/23/2026

You know the basics. Avoid credit card debt, max out your 401(k), live below your means. But what comes next?

In this clip, 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗮𝗱𝘃𝗶𝘀𝗼𝗿 𝗦𝗮𝗺𝗺𝘆 𝗔𝘇𝘇𝗼𝘂𝘇 explains exactly who his book 𝗕𝗲𝘆𝗼𝗻𝗱 𝘁𝗵𝗲 𝗕𝗮𝘀𝗶𝗰𝘀 is written for: investors who have mastered the fundamentals and are ready to take their finances to the next level. 𝗖𝗹𝗶𝗰𝗸 𝗵𝗲𝗿𝗲 𝘁𝗼 𝘀𝗲𝗲 𝗦𝗮𝗺𝗺𝘆’𝘀 𝗯𝗹𝗼𝗴: https://www.thebostonadvisor.com/

𝗥𝗦𝗨𝘀, 𝗕𝗼𝗻𝘂𝘀𝗲𝘀, 𝗮𝗻𝗱 𝗥𝗮𝗶𝘀𝗲𝘀: 𝗛𝗼𝘄 𝗛𝗶𝗴𝗵 𝗘𝗮𝗿𝗻𝗲𝗿𝘀 𝗦𝗵𝗼𝘂𝗹𝗱 𝗧𝗵𝗶𝗻𝗸 𝗔𝗯𝗼𝘂𝘁 𝗖𝗮𝘀𝗵 𝗙𝗹𝗼𝘄 High income doesn’t mean predictable cash flow....
06/23/2026

𝗥𝗦𝗨𝘀, 𝗕𝗼𝗻𝘂𝘀𝗲𝘀, 𝗮𝗻𝗱 𝗥𝗮𝗶𝘀𝗲𝘀: 𝗛𝗼𝘄 𝗛𝗶𝗴𝗵 𝗘𝗮𝗿𝗻𝗲𝗿𝘀 𝗦𝗵𝗼𝘂𝗹𝗱 𝗧𝗵𝗶𝗻𝗸 𝗔𝗯𝗼𝘂𝘁 𝗖𝗮𝘀𝗵 𝗙𝗹𝗼𝘄 High income doesn’t mean predictable cash flow. Here’s how to manage RSUs, bonuses, and raises with a tax-smart plan that may help support long-term financial goals. https://ow.ly/ny8J50ZenPw

𝗡𝗮𝘃𝗶𝗴𝗮𝘁𝗶𝗻𝗴 𝗠𝗮𝗿𝗸𝗲𝘁 𝗖𝗵𝗮𝗻𝗴𝗲𝘀:Consider your investing approach to changing markets. Best for those with $750K+ saved for ret...
06/23/2026

𝗡𝗮𝘃𝗶𝗴𝗮𝘁𝗶𝗻𝗴 𝗠𝗮𝗿𝗸𝗲𝘁 𝗖𝗵𝗮𝗻𝗴𝗲𝘀:Consider your investing approach to changing markets. Best for those with $750K+ saved for retirement. 𝗗𝗼𝗻’𝘁 𝗠𝗶𝘀𝘀 𝗢𝘂𝘁! https://ow.ly/hmW150Z9rcP

𝗠𝗶𝗱𝘆𝗲𝗮𝗿 𝗖𝗵𝗲𝗰𝗸 𝗳𝗼𝗿 𝗣𝗹𝗮𝗻 𝗦𝗽𝗼𝗻𝘀𝗼𝗿𝘀: 𝗖𝗼𝗺𝗺𝘂𝗻𝗶𝗰𝗮𝘁𝗶𝗼𝗻𝘀 𝗮𝗻𝗱 𝗦𝗘𝗖𝗨𝗥𝗘 𝟮.𝟬 𝗨𝗽𝗱𝗮𝘁𝗲𝘀 Plan sponsors can use a midyear check to review c...
06/22/2026

𝗠𝗶𝗱𝘆𝗲𝗮𝗿 𝗖𝗵𝗲𝗰𝗸 𝗳𝗼𝗿 𝗣𝗹𝗮𝗻 𝗦𝗽𝗼𝗻𝘀𝗼𝗿𝘀: 𝗖𝗼𝗺𝗺𝘂𝗻𝗶𝗰𝗮𝘁𝗶𝗼𝗻𝘀 𝗮𝗻𝗱 𝗦𝗘𝗖𝗨𝗥𝗘 𝟮.𝟬 𝗨𝗽𝗱𝗮𝘁𝗲𝘀 Plan sponsors can use a midyear check to review communications, assess engagement, and stay aligned with SECURE 2.0 requirements. https://ow.ly/nGoL50Zenwy

InvestmentNews featured 𝘁𝗵𝗿𝗲𝗲 𝗦𝗮𝘃𝗮𝗻𝘁 𝗳𝗮𝘁𝗵𝗲𝗿-𝘀𝗼𝗻 𝘁𝗲𝗮𝗺𝘀 in its Father's Day special.𝗟𝗮𝗿𝗿𝘆 𝗮𝗻𝗱 𝗜𝗮𝗻 𝗛𝗲𝗹𝗹𝗲𝗿, 𝗕𝗮𝗿𝗿𝘆 𝗮𝗻𝗱 𝗔𝗹𝗲𝘅 𝗙...
06/22/2026

InvestmentNews featured 𝘁𝗵𝗿𝗲𝗲 𝗦𝗮𝘃𝗮𝗻𝘁 𝗳𝗮𝘁𝗵𝗲𝗿-𝘀𝗼𝗻 𝘁𝗲𝗮𝗺𝘀 in its Father's Day special.

𝗟𝗮𝗿𝗿𝘆 𝗮𝗻𝗱 𝗜𝗮𝗻 𝗛𝗲𝗹𝗹𝗲𝗿, 𝗕𝗮𝗿𝗿𝘆 𝗮𝗻𝗱 𝗔𝗹𝗲𝘅 𝗙𝗿𝗮𝗻𝘁𝘇, 𝗮𝗻𝗱 𝗧𝗶𝗺 𝗮𝗻𝗱 𝗕𝗲𝗻 𝗖𝗼𝘂𝗿𝘁𝗻𝗲𝘆 each shared what it's like to work alongside family: the pride of watching each other grow, the challenge of keeping professional boundaries, and yes, the occasional debate that spills into family dinner.

Check out the full feature to hear directly from all six of them. 👉 https://share.google/qFj92ApyXmrZVUkiY

𝗙𝗿𝗼𝗺 𝗡𝗼𝗿𝘁𝗵 𝗥𝗶𝗱𝗴𝗲 𝘁𝗼 𝗦𝗮𝘃𝗮𝗻𝘁: 𝗔 𝗖𝗼𝗻𝘃𝗲𝗿𝘀𝗮𝘁𝗶𝗼𝗻 𝘄𝗶𝘁𝗵 𝗕𝗿𝗶𝗮𝗻 𝗟𝗮𝘄𝗿𝗲𝗻𝗰𝗲 𝗮𝗻𝗱 𝗔𝗱𝗮𝗺 𝗖𝗼𝗿𝗻𝘄𝗲𝗹𝗹    Meet Brian Lawrence and Adam Cornwel...
06/22/2026

𝗙𝗿𝗼𝗺 𝗡𝗼𝗿𝘁𝗵 𝗥𝗶𝗱𝗴𝗲 𝘁𝗼 𝗦𝗮𝘃𝗮𝗻𝘁: 𝗔 𝗖𝗼𝗻𝘃𝗲𝗿𝘀𝗮𝘁𝗶𝗼𝗻 𝘄𝗶𝘁𝗵 𝗕𝗿𝗶𝗮𝗻 𝗟𝗮𝘄𝗿𝗲𝗻𝗰𝗲 𝗮𝗻𝗱 𝗔𝗱𝗮𝗺 𝗖𝗼𝗿𝗻𝘄𝗲𝗹𝗹 Meet Brian Lawrence and Adam Cornwell, the North Ridge advisors who joined Savant in 2026 and still believe relationships matter more than returns. https://ow.ly/KmY150Zemg6

𝗪𝗼𝗿𝗸𝗶𝗻𝗴 𝘄𝗶𝘁𝗵 𝗳𝗮𝗺𝗶𝗹𝘆 𝗯𝗿𝗶𝗻𝗴𝘀 𝗮 𝘂𝗻𝗶𝗾𝘂𝗲 𝗹𝗮𝘆𝗲𝗿 𝘁𝗼 𝘁𝗵𝗲 𝘄𝗼𝗿𝗸𝗽𝗹𝗮𝗰𝗲. 𝗟𝗮𝗿𝗿𝘆 𝗮𝗻𝗱 𝗜𝗮𝗻 𝗛𝗲𝗹𝗹𝗲𝗿 have built a strong partnership rooted ...
06/21/2026

𝗪𝗼𝗿𝗸𝗶𝗻𝗴 𝘄𝗶𝘁𝗵 𝗳𝗮𝗺𝗶𝗹𝘆 𝗯𝗿𝗶𝗻𝗴𝘀 𝗮 𝘂𝗻𝗶𝗾𝘂𝗲 𝗹𝗮𝘆𝗲𝗿 𝘁𝗼 𝘁𝗵𝗲 𝘄𝗼𝗿𝗸𝗽𝗹𝗮𝗰𝗲. 𝗟𝗮𝗿𝗿𝘆 𝗮𝗻𝗱 𝗜𝗮𝗻 𝗛𝗲𝗹𝗹𝗲𝗿 have built a strong partnership rooted in mutual respect and shared purpose. For Larry, it’s rewarding to collaborate and watch Ian grow professionally. For Ian, it’s an opportunity to learn from someone who influenced his career path and approach to client service.

That said, it’s not without challenges. Maintaining clear professional boundaries takes intention, and honest feedback, which can be demanding on both sides.

In the end, that balance has helped them grow as professionals while building a partnership grounded in trust and accountability.

𝗪𝗼𝗿𝗸𝗶𝗻𝗴 𝘄𝗶𝘁𝗵 𝗳𝗮𝗺𝗶𝗹𝘆 𝗮𝗱𝗱𝘀 𝗮 𝘂𝗻𝗶𝗾𝘂𝗲 𝗱𝘆𝗻𝗮𝗺𝗶𝗰.  𝗕𝗮𝗿𝗿𝘆 𝗮𝗻𝗱 𝗔𝗹𝗲𝘅 𝗙𝗿𝗮𝗻𝘁𝘇 have built a strong working relationship grounded in t...
06/21/2026

𝗪𝗼𝗿𝗸𝗶𝗻𝗴 𝘄𝗶𝘁𝗵 𝗳𝗮𝗺𝗶𝗹𝘆 𝗮𝗱𝗱𝘀 𝗮 𝘂𝗻𝗶𝗾𝘂𝗲 𝗱𝘆𝗻𝗮𝗺𝗶𝗰. 𝗕𝗮𝗿𝗿𝘆 𝗮𝗻𝗱 𝗔𝗹𝗲𝘅 𝗙𝗿𝗮𝗻𝘁𝘇 have built a strong working relationship grounded in trust, familiarity, and a shared commitment to their work. They know each other well, which helps them stay efficient.

That doesn’t mean it’s always seamless. They approach challenges differently and aren’t afraid to push back, which can lead to some friction along the way.

In the end, that balance is what makes the partnership work, both as colleagues and as father and son.

𝗦𝘁𝗼𝗰𝗸 𝗠𝗮𝗿𝗸𝗲𝘁 𝗖𝗼𝗿𝗿𝗲𝗰𝘁𝗶𝗼𝗻𝘀: 𝗗𝗼 𝗬𝗼𝘂 𝗛𝗮𝘃𝗲 𝗧𝗶𝗺𝗲 𝘁𝗼 𝗠𝗮𝗸𝗲 𝗶𝘁 𝗕𝗮𝗰𝗸? When markets drop, many investors feel like they’ve run out ...
06/19/2026

𝗦𝘁𝗼𝗰𝗸 𝗠𝗮𝗿𝗸𝗲𝘁 𝗖𝗼𝗿𝗿𝗲𝗰𝘁𝗶𝗼𝗻𝘀: 𝗗𝗼 𝗬𝗼𝘂 𝗛𝗮𝘃𝗲 𝗧𝗶𝗺𝗲 𝘁𝗼 𝗠𝗮𝗸𝗲 𝗶𝘁 𝗕𝗮𝗰𝗸? When markets drop, many investors feel like they’ve run out of time. But if you’re 60, your investment time horizon may be longer than you think. https://ow.ly/KcZl50ZelF5

Address

190 Buckley Drive
Rockford, IL
61107

Opening Hours

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Wednesday 8am - 5pm
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Friday 8am - 5pm

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