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.

𝗦𝗼𝗰𝗶𝗮𝗹 𝗦𝗲𝗰𝘂𝗿𝗶𝘁𝘆: 𝗧𝘄𝗼 𝗨𝗻𝗱𝗲𝗿𝗲𝘀𝘁𝗶𝗺𝗮𝘁𝗲𝗱 𝗙𝗮𝗰𝘁𝗼𝗿𝘀 𝗕𝗲𝗳𝗼𝗿𝗲 𝗬𝗼𝘂 𝗔𝘂𝘁𝗼𝗺𝗮𝘁𝗶𝗰𝗮𝗹𝗹𝘆 𝗗𝗲𝗹𝗮𝘆 𝗨𝗻𝘁𝗶𝗹 𝗔𝗴𝗲 𝟳𝟬 Delaying Social Security can hel...
06/03/2026

𝗦𝗼𝗰𝗶𝗮𝗹 𝗦𝗲𝗰𝘂𝗿𝗶𝘁𝘆: 𝗧𝘄𝗼 𝗨𝗻𝗱𝗲𝗿𝗲𝘀𝘁𝗶𝗺𝗮𝘁𝗲𝗱 𝗙𝗮𝗰𝘁𝗼𝗿𝘀 𝗕𝗲𝗳𝗼𝗿𝗲 𝗬𝗼𝘂 𝗔𝘂𝘁𝗼𝗺𝗮𝘁𝗶𝗰𝗮𝗹𝗹𝘆 𝗗𝗲𝗹𝗮𝘆 𝗨𝗻𝘁𝗶𝗹 𝗔𝗴𝗲 𝟳𝟬 Delaying Social Security can help increase monthly income, but hidden tradeoffs and policy risks may shift the optimal claiming age for your overall retirement plan. https://ow.ly/HfLE50Z6GAp

𝗧𝗵𝗲 𝟮𝟬𝟮𝟲 𝗜𝗣𝗢 𝗪𝗮𝘃𝗲: 𝗪𝗵𝘆 𝘁𝗵𝗲 𝗛𝗲𝗮𝗱𝗹𝗶𝗻𝗲𝘀 𝗗𝗼𝗻’𝘁 𝗧𝗲𝗹𝗹 𝘁𝗵𝗲 𝗪𝗵𝗼𝗹𝗲 𝗦𝘁𝗼𝗿𝘆 New IPOs are making headlines in 2026. Learn how they ma...
06/03/2026

𝗧𝗵𝗲 𝟮𝟬𝟮𝟲 𝗜𝗣𝗢 𝗪𝗮𝘃𝗲: 𝗪𝗵𝘆 𝘁𝗵𝗲 𝗛𝗲𝗮𝗱𝗹𝗶𝗻𝗲𝘀 𝗗𝗼𝗻’𝘁 𝗧𝗲𝗹𝗹 𝘁𝗵𝗲 𝗪𝗵𝗼𝗹𝗲 𝗦𝘁𝗼𝗿𝘆 New IPOs are making headlines in 2026. Learn how they may affect your portfolio and why diversification still matters. https://ow.ly/ohWp50Z59Js

06/02/2026

Tax returns can feel overwhelming, especially during divorce.

𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗮𝗱𝘃𝗶𝘀𝗼𝗿 𝗠𝗶𝗰𝗵𝗲𝗹𝗹𝗲 𝗦𝗺𝗶𝘁𝗵, who specializes in working with women going through divorce, shares a different approach.

She reframes the process as a “scavenger hunt,” focusing on asking the right questions instead of understanding every detail at once.

𝗜𝗻𝗰𝗼𝗺𝗲 𝗧𝗶𝗺𝗶𝗻𝗴 𝗶𝗻 𝗥𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁  Learn how retirement milestones are tied to healthcare costs and tax-aware withdrawals. Ide...
06/02/2026

𝗜𝗻𝗰𝗼𝗺𝗲 𝗧𝗶𝗺𝗶𝗻𝗴 𝗶𝗻 𝗥𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 Learn how retirement milestones are tied to healthcare costs and tax-aware withdrawals. Ideal for those with $750K+ saved. 𝗦𝗲𝗰𝘂𝗿𝗲 𝗬𝗼𝘂𝗿 𝗦𝗲𝗮𝘁 𝗧𝗼𝗱𝗮𝘆 https://ow.ly/zCNI50Z0hyT

𝗦𝗮𝘃𝗮𝗻𝘁 𝗪𝗲𝗮𝗹𝘁𝗵 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁 𝗵𝗮𝘀 𝗽𝗮𝗿𝘁𝗻𝗲𝗿𝗲𝗱 𝘄𝗶𝘁𝗵 𝗠𝗲𝗿𝗶𝗱𝗶𝗮𝗻 𝗪𝗲𝗮𝗹𝘁𝗵 𝗔𝗱𝘃𝗶𝘀𝗼𝗿𝘀, an Albuquerque-based firm serving individuals and ...
06/02/2026

𝗦𝗮𝘃𝗮𝗻𝘁 𝗪𝗲𝗮𝗹𝘁𝗵 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁 𝗵𝗮𝘀 𝗽𝗮𝗿𝘁𝗻𝗲𝗿𝗲𝗱 𝘄𝗶𝘁𝗵 𝗠𝗲𝗿𝗶𝗱𝗶𝗮𝗻 𝗪𝗲𝗮𝗹𝘁𝗵 𝗔𝗱𝘃𝗶𝘀𝗼𝗿𝘀, an Albuquerque-based firm serving individuals and families across central New Mexico.

Founded in 2006 by Scott Floersheim, Meridian Wealth Advisors is a fiduciary, fee-only firm that emphasizes client-first advice and thoughtful financial planning.

This partnership expands Savant’s presence in New Mexico and expands its tax planning capabilities. Scott will join Savant as a member-owner, and clients will continue working with him while gaining access to additional resources and specialists.

𝗟𝗲𝗮𝗿𝗻 𝗺𝗼𝗿𝗲 𝗶𝗻 𝘁𝗵𝗲 𝗳𝘂𝗹𝗹 𝗮𝗻𝗻𝗼𝘂𝗻𝗰𝗲𝗺𝗲𝗻𝘁: https://ow.ly/eU0150Z6Exq

𝗛𝗼𝘄 𝗥𝗲𝘀𝘁𝗿𝗶𝗰𝘁𝗲𝗱 𝗦𝘁𝗼𝗰𝗸 𝗮𝗻𝗱 𝗥𝗦𝗨𝘀 𝗔𝗰𝘁𝘂𝗮𝗹𝗹𝘆 𝗪𝗼𝗿𝗸  Restricted stock delivers shares up front, subject to vesting; RSUs are a p...
06/01/2026

𝗛𝗼𝘄 𝗥𝗲𝘀𝘁𝗿𝗶𝗰𝘁𝗲𝗱 𝗦𝘁𝗼𝗰𝗸 𝗮𝗻𝗱 𝗥𝗦𝗨𝘀 𝗔𝗰𝘁𝘂𝗮𝗹𝗹𝘆 𝗪𝗼𝗿𝗸 Restricted stock delivers shares up front, subject to vesting; RSUs are a promise to deliver shares later. This piece walks through the vesting schedules, one-year cliffs, and ordinary-income taxation at vest that shape the employee experience with both. https://ow.ly/4ccS50Z6e5H

𝗔 𝗕𝗲𝘁𝘁𝗲𝗿 𝗪𝗮𝘆 𝘁𝗼 𝗚𝗶𝘃𝗲: 𝗠𝗼𝘃𝗶𝗻𝗴 𝗕𝗲𝘆𝗼𝗻𝗱 𝗖𝗵𝗲𝗰𝗸𝗯𝗼𝗼𝗸 𝗗𝗼𝗻𝗮𝘁𝗶𝗼𝗻𝘀  Coordinate your charitable giving with a plan, not just year-en...
06/01/2026

𝗔 𝗕𝗲𝘁𝘁𝗲𝗿 𝗪𝗮𝘆 𝘁𝗼 𝗚𝗶𝘃𝗲: 𝗠𝗼𝘃𝗶𝗻𝗴 𝗕𝗲𝘆𝗼𝗻𝗱 𝗖𝗵𝗲𝗰𝗸𝗯𝗼𝗼𝗸 𝗗𝗼𝗻𝗮𝘁𝗶𝗼𝗻𝘀 Coordinate your charitable giving with a plan, not just year-end checks, to align with long-term financial goals and decision-making. https://ow.ly/eagP50Z3nyc

𝗜𝗻𝗱𝗲𝗽𝗲𝗻𝗱𝗲𝗻𝗰𝗲 𝗖𝗼𝗺𝗲𝘀 𝗳𝗿𝗼𝗺 𝗜𝗻𝘁𝗲𝗻𝘁𝗶𝗼𝗻𝗮𝗹 𝗨𝗻𝗶𝘁𝘆, 𝗡𝗼𝘁 𝗝𝘂𝘀𝘁 𝗔𝘀𝘀𝗲𝘁𝘀 Sometimes couples need an objective voice. A financial adviso...
05/29/2026

𝗜𝗻𝗱𝗲𝗽𝗲𝗻𝗱𝗲𝗻𝗰𝗲 𝗖𝗼𝗺𝗲𝘀 𝗳𝗿𝗼𝗺 𝗜𝗻𝘁𝗲𝗻𝘁𝗶𝗼𝗻𝗮𝗹 𝗨𝗻𝗶𝘁𝘆, 𝗡𝗼𝘁 𝗝𝘂𝘀𝘁 𝗔𝘀𝘀𝗲𝘁𝘀 Sometimes couples need an objective voice. A financial advisor can help facilitate conversations, clarify trade-offs, and keep discussions focused on long-term objectives rather than short-term emotions. https://ow.ly/qsf750Z2V1k

Address

190 Buckley Drive
Rockford, IL
61107

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+18152270300

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