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Savant Wealth Management
Tel: 480-561-6323 20551 N Pima Rd Scottsdale, AZ 85255
Wise Counsel
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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Our Team

Ashley
Ashley Olivas
CFP®, CPA, MAcc

Financial advisor Ashley (Gorman) Olivas, CERTIFIED FINANCIAL PLANNER® professional and Certified Public Accountant (CPA), is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.

Ashley is a member of the American Institute of Certified Public Accountants, the Financial Planning Association, the Santa Fe Chamber of Commerce, and the Santa Fe Hispanic Chamber of Commerce. In 2023, the Santa Fe Hispanic Chamber named her one of its 40 Under Forty Top Business Leaders in Santa Fe and Northern New Mexico. She later joined the Chamber board to help recognize and support other young professionals.

In 2024, Ashley was honored as an Excellence Awardee (finalist) for InvestmentNews' Women to Watch Rising Star Advisor of the Year. In 2025, she was named a Rising Star of the Year by the WealthManagement.com Industry Awards, known as the “Wealthies.” The national recognition celebrates next-generation leaders who demonstrate vision, creativity, integrity, and measurable impact in their firms and across the wealth management profession.

Ashley is a proud veteran of the New Mexico Air National Guard, where she served for more than 11 years. She holds a bachelor's degree in business administration and a master of accountancy (MAcc) degree with specialization in taxation, both from Colorado State University.

Outside of work, Ashley and her husband, Mario, enjoy hiking, skiing, and exploring New Mexico's local restaurants and scenic destinations.

Justin
Justin Smith
CAP®, CFA®, CFP®

Justin specializes in proactive, tax-efficient planning for high-net-worth individuals designed to protect wealth, optimize growth, and reduce their tax burden. He is committed to working with clients on strategies such as navigating stock-based compensation, mitigating capital gains on business or real estate sales, structuring tax-efficient retirement and income replacement plans, helping protect their legacy and reducing taxes for the next generation, and aligning their values with philanthropic goals while maximizing tax benefits.

As a CERTIFIED FINANCIAL PLANNER® professional, Chartered Advisor in Philanthropy® (CAP®), and Chartered Financial Analyst® (CFA®), Justin is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.

Justin has been involved in the financial services industry since 2005. Prior to joining Savant, he was a partner and portfolio manager for an independent Registered Investment Advisor firm in Chicago.

Justin is a frequent speaker on tax-smart retirement planning. He earned a bachelor of business administration degree with a concentration in finance from the University of Michigan Ross School of Business.

Justin loves to cook and enjoys spending time outdoors with his wife and three children. After living in the Midwest for many years, they truly appreciate everything Arizona has to offer. In the fall, you are almost certain to find Justin on his patio watching Minnesota Vikings or Michigan Wolverines football.

General Information
Firm Start Year:

1986

No. of Employees:

100-499 Employees

Name of Custodial Firm:

Schwab, TD Ameritrade, Fidelity

Work with the following types of clients:

Non-Profit Organizations, Individual Investors, Businesses

Advisory Services Provided:

Portfolio Management, Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Legal Advice and Services, Financial Advice & Consulting

Services
Investment Types:

Exchange Traded Funds (ETFs), Stocks, Bonds, Alternative Investments, Mutual Funds, Socially Responsible Investments (SRI)

I provide a free initial consultation:

Yes

Preferred meeting methods
Can meet clients in the following ways:

Email, Phone, Our Office, Our Offices, Video Conference

Compensation and Fees
Fee Structure:

Fee-Only

Compensation Methods:

Based on Assets

Firm Information
Firm's Number of Clients:

10,000+

Assets Managed by Firm:

$19.4 Billion

Office Hours
Monday8:00 AM - 5:00 PM
Tuesday8:00 AM - 5:00 PM
Wednesday8:00 AM - 5:00 PM
Thursday8:00 AM - 5:00 PM
Friday8:00 AM - 5:00 PM
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