Savant Wealth Management- Financial Advisor Wellesley, MA

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About Savant Wealth Management

Our independent status is unique. It allows us to remain impartial in our advice and serve our clients in a fiduciary capacity. We accrue no benefit from brokerage services, commissions, finder fees, or product sales of any kind. We integrate the planning, investment, and tax disciplines to maximize after-tax wealth and align our clients assets with their ideal vision of the future. Savant has consistently received local and national recognition.

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General Information

Firm Start Year

1986

No. of Employees

100-499

Compliance

Firm Information

Compensation and Fees

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

https://reports.adviserinfo.sec.gov/reports/ADV/107271/PDF/107271.pdf
https://savantwealth.com/disclosure-brochures/

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1891949/paladinregistry-Savant-Wealth-Management-detailed-disclosure.html

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Paladin Advisors

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Savant Wealth Management