Question 1

What services does Savant Wealth Management offer?

Accepted Answer

Savant Wealth Management offers a comprehensive range of services, including wealth management, investment management, financial planning, tax advisory and preparation, accounting and consulting services, trust services, family office services, and company retirement plan services.

Question 2

How does Savant Wealth Management work with clients?

Accepted Answer

Savant Wealth Management takes a personalized, fiduciary approach to working with clients. They provide tailored guidance and investment strategies to help clients achieve their financial goals across the United States.

Question 3

Who does Savant Wealth Management serve?

Accepted Answer

Savant Wealth Management serves a diverse client base, including individuals and families, executives and professionals, university faculty, physicians, and administrators, as well as businesses.

Question 4

What resources and tools does Savant Wealth Management provide?

Accepted Answer

Savant Wealth Management offers a variety of resources and tools for clients, including articles, market commentary, upcoming webinars, free financial tools and guides, and a video library. They also provide the Ideal Futures® financial health assessment and publications by their authors.

Question 5

What is Savant Wealth Management's experience and recognition?

Accepted Answer

Savant Wealth Management has a strong track record of experience and recognition. They have a dedicated team of professionals and are committed to helping their clients meet their financial goals.

Terry Lockridge & Dunn: Jackson Robin E

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About Terry Lockridge & Dunn: Jackson Robin E

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What services does Savant Wealth Management offer?

How does Savant Wealth Management work with clients?

Who does Savant Wealth Management serve?

What resources and tools does Savant Wealth Management provide?

What is Savant Wealth Management's experience and recognition?

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