ROCKFORD, Ill. (Aug. 10, 2020) – Savant Wealth Management (formerly Savant Capital Management), a nationally recognized, fee-only wealth management firm headquartered in Rockford with eight Chicagoland locations, announced today it has been named one of the “Top 12 Financial Advisors and Wealth Management Firms” in Chicago for 2020 by AdvisoryHQ.
The selection process was conducted independently by AdvisoryHQ and was based on a wide range of filters including fiduciary duty, independence, transparency, level of customized service, history of innovation, fee structure, quality of services provided, team excellence, and wealth of experience. Firms did not pay a fee to be recognized by AdvisoryHQ.
Savant was praised for its comprehensive estate planning and wealth transfer process, its personalized, team-oriented approach, the specialized programs it offers – such as Cents of Self (a women’s wealth initiative), the individualized attention it gives to clients, and its low costs and transparent fee-only structure. It was also recognized for its wide range of holistic financial services and strong commitment to trust.
“We are honored to be recognized by AdvisoryHQ as one of Chicago’s best financial advisors and to be positioned among such an elite group of wealth management firms,” said Brent Brodeski, CEO of Savant. “Recognitions such as this are the result of our commitment and fiduciary responsibility to best serve our clients – especially amid one of the most challenging and turbulent times.”
AdvisoryHQ was launched in 2015 and has since become one of the fastest-growing review and ranking media for the financial advisory, investment, mortgage, banking, wealth management, and accounting sectors. To view the complete list of 2020 rankings, click here.
About Savant Wealth Management
Savant Wealth Management, formerly known as Savant Capital Management, is a leading independent, fee-only firm serving clients for 30 years with more than $8.6 billion in assets under management. Savant Wealth Management offers investment management, financial planning, retirement plan, and family office services to financially established individuals and institutions. Savant also offers corporate accounting, tax preparation, payroll and consulting through its affiliate, Savant Tax & Consulting.
Savant is headquartered in Rockford, with locations in Bloomington, Chicago, Downers Grove, Freeport, Hoffman Estates, Lincolnshire, Naperville, Peoria, St. Charles, Sterling, and Wilmette, IL; Phoenix, AZ; Santa Fe, NM; Madison and Park Falls, WI; and McLean, VA. Please see Important Disclosures at savantwealth.com.
Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Savant Wealth Management is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. Unless expressly indicated to the contrary, Savant Wealth Management did not pay a fee to be included on any such ranking. No ranking or recognition should be construed as a current or past endorsement of Savant Wealth Management by any of its clients. ANY QUESTIONS: Savant Wealth Management’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including the criteria used for any reflected ranking.
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CONTACT:
Catherine Povalitis
Chartwell Agency
779-537-1282