Savant Wealth Management

Apr 2026

Began working with Savant in 2019 after retiring from JPM. Previously was courted by Morgan Stanley but was referred to Savant who I knew nothing about. I’m happy with my decision to go with Savant. Very boutique feeling, great service, excellent advice, honesty and nice returns. My Advisor, Kevin Phillips, and his asst Beth Voss, are top notch in both responsiveness and creativeness. Great company with good senior mgmt communication as well.

Dec 2022

The way Michelle and her team combine professional financial management with personal attention is exceptional. They have exceeded all my expectations regarding the role of a financial manager, and the positive impact that has had on my life.