Guilford, CT Office

Team
Updated today
Savant Wealth Management logo

Savant Wealth Management

Enterprise

Firm-wide stats for Savant Wealth Management

Total advisors

402

Across 57 offices

Clients per advisor

58 Typical

Avg AUM per client

$2,108,203 Very High

HNW client ratio

28% High

About

Savant Wealth Management serves individuals, families, pension and profit‑sharing plans, charitable organizations, corporations, and high‑net‑worth clients with comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services. The firm also delivers related implementation services through affiliated entities, including accounting and business advisory (SABA), an affiliated law firm (Savant Legal), and trust services under its Savant Private Trust arrangement.

The firm’s investment approach blends evidence‑based, model‑driven asset allocation using mutual funds and ETFs with a suite of actively managed strategies and sub‑advised mandates. Savant’s actively managed offerings can include individual equities, fixed‑income securities, options and derivative overlays, the use of margin or securities‑backed lines of credit, custom indexing, and a digital advice option through Betterment for Advisors, all overseen by an investment committee and periodic fiduciary reviews.

Distinctive features include the firm’s scale — roughly $55.6 billion in AUM with about 397 advisors, yielding AUM per advisor above $200 million, a relatively uncommon level that supports broader in‑house capabilities and centralized resources. Savant’s branded divorce transition program (Wife2CFO), its integrated accounting and legal affiliates, private trust operations, and placement/cash‑depository relationships are notable operational differentiators that can affect service delivery and create potential conflicts of interest to consider.

Based on Savant Wealth Management

Expertise

Equity Recipients (RS/RSU, SOP, ESPP) Options & derivatives strategies ESG / Sustainable investing Real estate investing Tax-loss harvesting

Based on Savant Wealth Management

Occupation focus

Executive Founder/Business Owner Retired

Based on Savant Wealth Management

Demographic focus

Women Professionals Divorced

Based on Savant Wealth Management

Location

246 Goose Lane, Suite 201

Guilford CT 06473

Advisors at this office

5

Advisors at this office

user avatar

Kyle F

CFP®, Series 66

Guilford, CT

Savant Wealth Management

Kyle Foito is a CFP® professional with seven years of industry experience. He is currently with Savant Wealth Management and has prior experience at Exencial Wealth Advisors, Fidelity Investments, Webster Bank, LPL Financial, Edward Jones, and Lockheed Martin. Savant Wealth Management provides comprehensive wealth management and financial planning services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm’s investment approach combines evidence-based, model-driven asset allocation with actively managed strategies and related implementation services through affiliated accounting, legal, and trust entities.

Equity Recipients (RS/RSU, SOP, ESPP) Options & derivatives strategies ESG / Sustainable investing Real estate investing Tax-loss harvesting Executive Founder/Business Owner Retired Women Professionals Divorced
user avatar

Christine B

Series 65

Guilford, CT

Savant Wealth Management

Christine Blumenthal is a financial advisor at Savant Wealth Management in Guilford, CT, holding a Series 65 credential. She has four years of industry experience, including prior roles at Exencial Wealth Advisors and Shoreline Financial Advisors. Before entering financial services, she spent five years with Team Demas Orthodontics. Savant Wealth Management provides comprehensive wealth management services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm employs an investment approach that combines evidence-based, model-driven asset allocation with actively managed strategies, supported by affiliated entities offering accounting, legal, and trust services.

Equity Recipients (RS/RSU, SOP, ESPP) Options & derivatives strategies ESG / Sustainable investing Real estate investing Tax-loss harvesting Executive Founder/Business Owner Retired Women Professionals Divorced
user avatar

Patrick S

CFA®, Series 66

Guilford, CT

Savant Wealth Management

Patrick Smith is a CFA® charterholder with 23 years of industry experience. He currently works at Savant Wealth Management and previously spent 18 years at Shoreline Financial Advisors and three years at Exencial Wealth Advisors, where he is an equity partner. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services. The firm employs a blend of evidence-based, model-driven asset allocation and actively managed strategies, supported by extensive in-house resources and affiliated accounting, legal, and trust services.

Equity Recipients (RS/RSU, SOP, ESPP) Options & derivatives strategies ESG / Sustainable investing Real estate investing Tax-loss harvesting Executive Founder/Business Owner Retired Women Professionals Divorced
user avatar

Brendan S

CFP®, Series 63, Series 65

Guilford, CT

Savant Wealth Management

Brendan Smith is a Certified Financial Planner (CFP®) with 27 years of industry experience. He is currently with Savant Wealth Management and was previously associated with Exencial Wealth Advisors, LLC, where he was an equity partner. Outside of advisory services, he is involved in tax preparation and group life and health insurance management. Savant Wealth Management provides comprehensive wealth management and financial planning services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm employs a blend of evidence-based, model-driven asset allocation and actively managed strategies, supported by affiliated accounting, legal, and trust service entities.

Equity Recipients (RS/RSU, SOP, ESPP) Options & derivatives strategies ESG / Sustainable investing Real estate investing Tax-loss harvesting Executive Founder/Business Owner Retired Women Professionals Divorced
user avatar

Craig W

Series 63, Series 65

Guilford, CT

Savant Wealth Management

Craig Wezenski is a financial advisor with Savant Wealth Management in Guilford, CT, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Prior to joining Savant in 2026, he worked at Exencial Wealth Advisors, LLC for six years and at Willingdon Wealth Management LLC for four years. He is also an equity partner at Exencial Wealth Advisors. Savant Wealth Management serves a diverse client base including individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm offers comprehensive wealth management, financial planning, and family office services with an investment approach blending evidence-based asset allocation and actively managed strategies supported by centralized resources across a large advisory team.

Equity Recipients (RS/RSU, SOP, ESPP) Options & derivatives strategies ESG / Sustainable investing Real estate investing Tax-loss harvesting Executive Founder/Business Owner Retired Women Professionals Divorced
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)