Company intelligence
Savant Wealth Management
Fee-only wealth management firm providing comprehensive financial advice to individuals, families, and businesses
About Savant Wealth Management
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. 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, we’re 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 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. Savant Wealth Management is a registered investment adviser headquartered in Rockford, Illinois. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. The scope of the services to be provided depends upon the needs of the client and the terms of the engagement.
Verified activity
Signals from Savant Wealth Management
9 published signals
Presence & Recognition
Savant Wealth Management named Michelle Smith, managing partner and financial advisor, to the Forbes 2026 50 Over 50 list as a 50th-over-50 woman for her work on the platform she launched in 2019 to help women take an informed, active role in their financial decisions after divorce.
Reported by Miriam Falaki, CFP®
Strategy & Corporate Development
Savant Wealth Management welcomed Socha Financial Group, which was founded by Nancy Socha in 1983 and continues with Michelle Socha Vang and Jolie McCarthy as member-owners along with their team of eight and approximately $542 million in AUM.
Reported by Brent Brodeski
Presence & Recognition
Savant Wealth Management received a 2026 Women Who Count Award nomination for Melissa Orlando, presented at the Women Who Count Conference in South Carolina.
Reported by Meghan Grindey, MBA
Customers & Market
Savant Wealth Management added Socha Financial Group, LLC of Corning, New York, to its New York office network.
Reported by Blake Luker
Partnerships
Savant Wealth Management joined Socha Financial Group, LLC to build on a legacy Nancy Socha started in 1983 in the Corning, New York area.
Reported by Eamon Verdone, CFA, CFP®, CAIA
Customers & Market
Savant Wealth Management added Socha Financial Group, LLC of Corning, New York, to its New York office network.
Reported by Meghan Grindey, MBA
Presence & Recognition
Savant Wealth Management employee Jenny Sneed advanced to the finalist round for The Thrivent Financial Award for Excellence in Philanthropy and Community Service.
Reported by Miriam Falaki, CFP®
Customers & Market
Savant Wealth Management acquired Socha Financial Group, LLC of Corning, New York, bringing it to its third New York office and reaching 71 offices across 28 states.
Reported by Breanna S.
Partnerships
Savant Wealth Management welcomed Socha Financial Group, LLC, which was founded by Nancy Socha in Corning, New York in 1983, with Michelle Socha Vang and Jolie McCarthy joining as member-owners along with their team of eight and approximately $542 million in AUM.
Reported by Brent Brodeski