Savant Wealth Management

Savant Wealth Management

 
 
 
 
 
 
 
 
 
 
 

Savant Wealth Management

81 Wildhorse
Santa Fe, NM 87506 | map | directions
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MBA, CPA/PFS, CFA, CFP. Fee-Only financial planner & investment manager focused on generating value for our clients. Our core values are "Ethics, Education & Experience™". "We Help Smart People Make Smarter Financial Decisions™". We work on an hourly, project, wealth management basis. For those seeking to outsource their financial needs, we combine our full suite of financial planning services with evidence-based portfolio management. We start with the creation of a financial plan so we can help you determine the level of risk you need to take with your investments. We address cash flow needs, tax minimization strategies, and estate and legal goals as well as your insurance needs.
Member Since: 2018
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 (Date: 9/16/2021)
 
 
 
Santa Fe Chamber of Commerce