PUBLIC-SOURCE PROFILE
Bruce R. Barton
Managing Partner / Financial Advisor / Member Owner
Savant Wealth Management ↗Los Gatos, California
BACKGROUND & PLANNING FOCUS
Get to know Bruce.
Bruce R. Barton helps technology professionals manage the financial opportunities and risks that accompany their careers. His work addresses stock options, restricted stock units, concentrated holdings, liquidity events, taxes, and early retirement. A former engineer and product manager, he brings firsthand industry experience to career and life-transition planning.
- Reported firm
- Savant Wealth Management
- CRD number
- Not listed in this profile
- Minimum investment
- Ask the professional
- Fees & compensation
- Confirm directly before engaging
BEFORE YOU MAKE A DECISION
Start with better questions.
- Which services and experience are most relevant to my situation?
- In what capacity would you work with me, and when would you act as a fiduciary?
- What would I pay, including commissions, product costs, and any referral fees?
- Who holds my assets, and how would we communicate and measure progress?
Check the current official record.
A directory listing is not a current registration check, endorsement, or indication that a professional is accepting clients.
FINRA BrokerCheck SEC investment adviser searchSOURCES & FRESHNESS
Know where the information comes from.
Profile assembled from published professional sources · checked 2026-09-16. Details can change; use the original source to confirm.
The official biography explicitly identifies this advisor office city and state.
Suggest a correction ↗THE RIGHT CONVERSATION STARTS HERE
Find help for the financial decisions ahead.
Start with your priorities, explore relevant profiles, and tell us whether you’d like help arranging a conversation.