Savant Wealth Management

  • Financial Services
  • Rockford IL
  • 456 employees
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Company Overview

Headquarters
190 Buckley Drive, Rockford IL
Website
savantwealth.com
Phone
(815) 227-0300
Employees
456
Founded in
1986
Industry
Financial Services
NAICS Code
NAICS Code 541611 Companies
NAICS Code 523 Companies
NAICS Code 52 Companies
NAICS Code 5416 Companies
NAICS Code 541 Companies
NAICS Code 54161 Companies
NAICS Code 54 Companies
SIC Code
SIC Code 62 Companies
SIC Code 628 Companies
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Financials & Stats

Revenue

$83B

Total Funding Amount

$2M

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Who is Savant Wealth Management

Savant Wealth Management is a registered investment advisor headquartered in Rockford, Illinois. The company employs 456 people and generates $82.8 million in annual revenue. Savant Wealth Management offers a comprehensive range of financial services designed to help clients achieve their individual financial goals. These services include investments, financial planning, tax management, estate planning, private trust, family wealth transfer, accounting services, and retirement plans. The firm aims to provide unbiased advice and tailor their approach to each client's unique needs. Savant Wealth Management distinguishes itself through its commitment to serving clients throughout their lives, ensuring their financial success now and in the future. They believe in building long-term relationships and providing ongoing support to help clients navigate the complexities of personal finance. For more information or to schedule a consultation, visit Savant Wealth Management's website at www.savantwealth.com.

Company Leadership

Jack Brod

Member Board Of Directors

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Brad Haverback

Financial Advisor/Member Owner

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Chuck Steege

Financial Advisor/Managing Director/Member Owner/Executive Services Center of Excellence

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Thomas DiCristofaro

Director of Client Services

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Savant Wealth Management Industry Tags

Financial Services
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Savant Wealth Management Tech Stack

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FAQ

What is the location of Savant Wealth Management's headquarters?
The headquarters of Savant Wealth Management are situated at 190 Buckley Drive, Rockford IL
What is Savant Wealth Management's phone number?
Savant Wealth Management's contact number is (815) 227-0300.
What is Savant Wealth Management's official website?
The official website of Savant Wealth Management can be found at savantwealth.com.
What is Savant Wealth Management's current revenue?
As of March 2024, Savant Wealth Management's annual revenue reached $83B.
How many employees does Savant Wealth Management currently have?
Savant Wealth Management employs approximately 456+ people as of March 2024
Which industries is Savant Wealth Management primarily operating in?
Savant Wealth Management operates in the following industries: Credit, Finance
Who is the Member Board Of Directors of Savant Wealth Management?
Savant Wealth Management's Member Board Of Directors is Jack Brod
What are Savant Wealth Management's industry tags?
Savant Wealth Management's industry tags include: Financial Services
What is Savant Wealth Management's total funding to date?
Savant Wealth Management has secured $2M as of March 2024
When was Savant Wealth Management founded?
Savant Wealth Management was founded in 1986.

Employee Directory

Key Employees

Brent Brodeski

Founder & Chief Executive Officer

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Madison Merdian

M&A Associate Project Manager

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Sarah Specht

Financial Advisor

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Kelli Peterson

Tax & Training Manager

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Jason English

Director of Growth

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Shannon DeMarte

Accountant/Payroll Coordinator

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Nicholas McCaslin

System Administrator

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LaVonne Brown

Chief Communications Officer

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Julie Thistle

Advisor Experience Manager

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