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Alexander S

CFP®, Series 63, Series 65

Ankeny, IA

Savage Wealth Advisors

Alexander Savage is a CFP® professional with four years of industry experience. He is the founder of Savage Wealth Advisors and also leads Savage Tax Advisory LLC. His background includes roles at Hall CPA PLLC, BHE Renewables, LLC, LWBJ, and Primerica Advisors. Savage Wealth Advisors serves individuals and families, including high-net-worth clients and business owners, offering integrated wealth management that combines financial planning and discretionary investment management aligned with clients’ tax situations. The firm emphasizes long-term strategic asset allocation using low-cost, diversified funds and model portfolios, and provides non-discretionary advice on private investments under formal diligence and suitability guidelines.

Private / alternative investments Business ownership considerations Concentrated stock management Charitable giving & philanthropy General tax planning Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet)
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