FIRM & WEALTH TEAM PROFILE

Savant Wealth Management

Rockford, IL

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Understand the firm.

Savant Wealth Management offers investment management and financial planning alongside tax, trust, and family office services. Its advisors help clients coordinate retirement, wealth transfer, philanthropy, and other financial priorities.

Investment managementFinancial planningTax advisory and preparationTrust servicesFamily office servicesRetirement planningEstate and wealth transfer planning

Firm names may refer to a wealth team, brand, broker dealer, or investment adviser. Confirm the exact legal entity and its capacity in the official records.

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People in the directory.

6 matching directory records. Historical affiliations may have changed; this is not a verified current team roster.

PROFILE WITH PUBLIC SOURCES

Allison A. Alexander

Financial Advisor / Member Owner

Savant Wealth Management

Rockford, Illinois

Retirement planning · CFP, CPA, CDFA

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PROFILE WITH PUBLIC SOURCES

Bruce R. Barton

Managing Partner / Financial Advisor / Member Owner

Savant Wealth Management

Los Gatos, California

Equity compensation · CFP, CFA, MBA

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PROFILE WITH PUBLIC SOURCES

Matthew D. Armstrong

Financial Advisor / Member Owner

Savant Wealth Management

Rockford, Illinois

Retirement planning · CFP, AIF, CRPS

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PROFILE WITH PUBLIC SOURCES

Patti B. Black

Financial Advisor / Member Owner

Savant Wealth Management

Birmingham, Alabama

Comprehensive financial planning · CFP, CSA

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PROFILE WITH PUBLIC SOURCES

Richard H. Allison

Financial Advisor

Savant Wealth Management

Manassas, Virginia

Comprehensive financial planning · CFP, ChFEBC, EA, MBA

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Stephen H. Ambrose III

Financial Advisor

Savant Wealth Management

Rockford, Illinois

Comprehensive financial planning · CFP

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