Old Lyme, CT Office

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.