Savant Wealth Management

Financial planner in Los Gatos, CA (show on map)

Savant Wealth Management offers personalized, fiduciary financial advice and comprehensive wealth management services for individuals and families with significant assets.

Call (408) 436-9800

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About

Savant Wealth Management is a fee-only, independent financial advisory firm located in Westwood, Massachusetts. The firm specializes in comprehensive wealth management, investment management, financial planning, tax advisory, estate planning, trust services, and company retirement plan services.

They serve high-net-worth individuals and families with $750,000 or more in investable assets, as well as those approaching significant financial transitions such as business sales, career advancements, or inheritances. The firm takes a fiduciary approach, offering personalized financial guidance designed to support long-term goals and navigate complexity with greater clarity and confidence.

Fee-only, independent firm

Fiduciary standards

Personalized, relationship-driven approach

Comprehensive suite of financial services

Specialization in high-net-worth clients

Services

Comprehensive Wealth Management

A holistic approach integrating investment management, tax strategies, retirement planning, and estate considerations into a cohesive strategy.

Personalized financial strategies Fiduciary standards Integration of multiple financial services

Investment Management

Professional management of investment portfolios to achieve clients' financial goals.

Customized portfolio construction Risk management Performance monitoring

Financial Planning

Comprehensive planning to address all aspects of a client's financial life.

Retirement planning Tax planning Estate planning Cash flow management

Tax Advisory & Preparation

Strategic tax planning and preparation services to minimize tax liabilities.

Tax strategy development Tax return preparation Compliance monitoring

Trust Services

Creation and management of trusts to protect and transfer wealth.

Trust establishment Trust administration Asset protection

Accounting & Consulting Services

Professional accounting and business consulting to support financial health.

Financial statement preparation Bookkeeping Business advisory services

Credentials & Certifications

CFP®

CIMA®

CFS®

CLTC®

AWMA®

CFA®

MBA

Frequently Asked Questions

How do I choose the right financial advisor in Westwood, MA? +

Look for transparent pricing, a clear planning approach, and services that align with your needs. A local advisor can provide ongoing support and personalized guidance.

Are there benefits to working with a local financial advisor in Westwood? +

A local advisor can offer personalized support, easier in-person meetings, and ongoing relationship-driven guidance to help you stay on track with your financial plan.

What types of clients typically work with financial advisors in Westwood? +

Financial advisors in Westwood often serve individuals and families with $750,000 or more in investable assets, including professionals, business owners, and those preparing for retirement or significant financial changes.

How are financial advisors in Westwood typically compensated? +

Financial advisors may use fee-based or fee-only models. Understanding their compensation structure helps ensure recommendations align with your expectations.

What services do financial advisors in Westwood typically offer? +

They offer investment management, retirement planning, tax strategies, estate planning, and comprehensive wealth management tailored to high-net-worth clients.

Can a financial advisor in Westwood help with retirement planning? +

Yes, advisors can evaluate current savings, estimate future income needs, and develop strategies to support your retirement lifestyle, especially for those with significant assets.

How often should I meet with a financial advisor in Westwood? +

Many clients meet annually or bi-annually, with additional check-ins during major life or financial changes, ensuring your plan remains aligned with your goals.

What’s included in a comprehensive financial plan? +

A comprehensive financial plan typically includes goal setting, analysis of current financial situation, strategy development, implementation, and ongoing review to adapt to life changes and market conditions.