Savant Wealth Management
Overview
Savant Wealth Management is a fee-only registered investment adviser that provides comprehensive wealth management services, including investment management, financial planning, tax planning, and estate planning to individuals, families, and businesses.
Investments
Key People
Brent Brodeski
Founder & Chief Executive Officer
Bob Weisse
Managing Partner, Financial Advisor, Sr. Investment Strategist
Caleb Dillard
Senior Managing Partner
CFP® CKA® Joe Ottaviano
Managing Partner, Financial Advisor
CFP® Jake Loescher
Senior Managing Partner
CFP® Larry Heller
Managing Partner Financial Advisor
CFP® Richard O'Donnell
Senior Managing Partner, Financial Advisor And Team Lead
Chuck Bean
Managing Partner
CLSSBB Melissa Mattison
Managing Partner - Operations Leader
CRPS Stephen Heitz AIF®
Financial Advisor, Managing Partner
Jack Phelps
Managing Partner Financial Advisor Member Owner
Kristin Castner
Senior Managing Partner
MSc Daniel J. Hutcherson
Managing Partner Financial Advisor MemberOwner
Sammy Azzouz
Managing Partner
Dillon Essma
Portfolio Manager
Marcello Desjardins
Portfolio Manager
Sector & Stage Mix
Industry, funding stage, and valuation band breakdowns.
