Savant Wealth Management

savantwealth.com

Company Overview

Company Name

Savant Wealth Management

Address

101 25th St N # 100, Birmingham, AL, 35203, United States

Approx. Annual Revenue

$62.5M

About Savant Wealth Management

Silveroak Wealth Management is an independent, fee-only wealth management firm based in Birmingham, AL, providing comprehensive financial advice to pre-retirees, retirees, business owners, widows, and families in the US. The firm offers a range of services including investment management, financial planning, estate planning, tax advisory, and family office services.

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Technologies Used

Key Decision Makers

NameJob TitleLinkedInContact
Brent Brodeski
CEO
Not available
Angela Berkosky
Director Of Investment Strategy / Member-Owner
LinkedIn Profile