Savant Wealth Management

May 2026

We have been working with Savant since 2011, and this review is long overdue. Our entire family now uses Savant's investment services, and we couldn't be happier.

We work specifically with Daryl Dagit and his assistant, Penny Post-Freeman. They are kind, knowledgeable, proactive, and always available—my elderly mother even likes to stop by in person to ask questions.

We are very happy with the returns on our investments and can sleep at night knowing that our estate documents are up to date and saved in our vault at Savant.

Savant is truly a one-stop shop; they manage our money, provide tax and estate planning, prepare tax returns, and even...read full review