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Savant Wealth Management
Tel: 203-458-6800 246 Goose Lane Suite 201 Guilford, CT 06437
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

Kyle A.
Kyle A. Foito
CFP®

Kyle Foito is a financial advisor at our Guilford, Connecticut, office, where he focuses on comprehensive financial planning and investment management. A CERTIFIED FINANCIAL PLANNER® professional, he is knowledgeable in numerous areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, corporate retirement planning, business succession planning, and advanced investment strategies.

He began working at Savant in 2026 when Exencial Wealth Advisors joined the firm. He previously served as a wealth advisor at Exencial where he worked closely with individuals and families to build long-term strategies centered on goals, cash flow, and investment discipline. Before Exencial, he held a wealth advisor role at Fidelity in New Haven, Connecticut, partnering with clients to develop integrated financial plans tailored to their needs.

Kyle earned a bachelor's degree in economics from East Carolina University in Greenville, North Carolina. Beyond his client work, he enjoys snowboarding, traveling, and lifelong learning. He and his wife Danielle live on the Connecticut shoreline with their Bernese mountain dog, Okee.

Christine E.
Christine E. Blumenthal
Financial Advisor

Christine Blumenthal is a financial advisor in our Guilford, Connecticut, office, where she helps clients navigate complex financial planning decisions through investment strategy, tax-aware planning, and cash flow management.

Christine joined Savant in 2026 when Exencial Wealth Advisors became part of the firm. She began her career in the financial services industry with Shoreline Financial Advisors in 2019 and continued with the organization through its 2023 merger with Exencial.

Throughout her career, Christine has advanced through a variety of client-facing and planning-focused roles, building a foundation in comprehensive financial planning and client service. She works closely with individuals and families to develop long-term financial strategies that align with their goals, support disciplined investment decision-making, and address evolving planning needs.

Christine focuses on bringing clarity to complex financial situations while delivering responsive, personalized guidance. Her approach emphasizes thoughtful planning, clear communication, and ongoing support as clients work toward their financial objectives.

She earned a bachelor's degree in business management and finance from Marist University in Poughkeepsie, New York.

Christine lives in Higganum, Connecticut, with her husband, Brian, and their two sons, Grant and Gavin. Much of their free time revolves around soccer, lacrosse, and ice hockey games. They also enjoy traveling, exploring Connecticut's food and live music scene, and spending time outdoors.

Brendan T.
Brendan T. Smith
CFP®, MS

Brendan Smith serves as a financial advisor in our Guilford, Connecticut, office, where he focuses on personal financial planning, tax and estate planning, and investment management for individuals and families. As a CERTIFIED FINANCIAL PLANNER® professional, Brendan provides guidance designed to align with each client's long-term financial goals, from retirement readiness to efficient cash flow strategies.

Brendan has more than 40 years of experience in the financial services industry. He began working at Savant in 2026 after Exencial Wealth Advisors joined the firm. Before the merger, he founded Shoreline Financial Advisors in 1996, building a practice centered on client-first financial planning. He began his career as a CPA with Arthur Andersen and later expanded his work to include estate and wealth planning in Boston and New Haven, Connecticut.

He works closely with clients to integrate tax planning with investment management, helping them manage risk, reduce tax exposure, and plan for retirement and legacy objectives. His fiduciary approach supports transparent, tailored strategies across evolving market conditions.

He earned a bachelor's degree in accounting from Boston College and a Master of Science (MS) in taxation and estate planning from Bentley College in Waltham, Massachusetts.

Brendan and his wife, Susan, live in Branford, Connecticut, and have two adult children, Sam and Emma. He spends his time outdoors, traveling, boating, and fishing on Long Island Sound, and he has summited all 48 of New Hampshire's highest peaks.

Patrick M.
Patrick M. Smith
CFA®, MS

Patrick Smith is a financial advisor out of our Guilford, Connecticut, office. A Chartered Financial Analyst® (CFA®), he focuses on financial planning and portfolio management, helping clients align long-term goals with disciplined investment strategies. He started working at Savant in 2026 when Exencial Wealth Advisors joined the firm.

Patrick has more than 40 years of experience in the financial services industry. Before joining Savant, he served as a senior wealth advisor at Exencial from 2023 to 2026. He spent more than two decades as a partner at Shoreline Financial Advisors and previously held senior leadership and portfolio management roles at Pioneer Investments, Loomis Sayles, and Putnam Investments. His background spans wealth management, institutional investing, and portfolio construction.

He earned a bachelor's degree in finance from the University of Notre Dame and a Master of Science in finance from Boston College. In his personal time, Patrick enjoys hiking, biking, and boating.

Craig M.
Craig M. Wezenski
Senior Business Development Officer / Member Owner

Craig Wezenski serves as senior business development officer at our Guilford, Connecticut, office. He focuses on building strong advisory relationships and supporting the firm's continued growth. Craig started working at Savant in 2026 when Exencial Wealth Advisors joined the firm.

Craig brings more than 25 years of experience in financial services. Before joining Savant, he served as a partner and director of business development at Exencial. He began his career at Ameriprise and later held positions at Fidelity Investments. At Fidelity, he served as vice president and senior account executive, earning the firm's Achiever Award multiple times, one of its highest internal honors.

In 2016, Craig joined Willingdon Wealth Management as director of business development and became a partner the following year. When Exencial acquired Willingdon in 2020, he continued in his director of business development role and joined Exencial's executive leadership team. In that role, Craig helped advance the firm's "integrated beats fragmented" philosophy by supporting coordinated investment management, financial planning, tax strategy, estate planning, and risk management.

Throughout his career, Craig has focused on helping individuals and families align investment strategy with personal goals, improve cash flow, and pursue long-term financial independence. At Savant, he supports the delivery of comprehensive wealth management services, including investment management, estate and wealth transfer planning, tax advisory and preparation, trust services, and legal coordination.

He earned a bachelor's degree in finance, with a minor in psychology, from Bryant University in Smithfield, Rhode Island, and a Master of Business Administration (MBA) in finance from the University of New Haven in Connecticut.

Craig also volunteers with United Way and belongs to the City Point Yacht Club in New Haven, Connecticut, reflecting his commitment to community involvement and connection beyond his professional work.

He enjoys spending time with his wife, son, and daughter. An avid outdoorsman, Craig values community involvement and stays active through golfing, fishing, skiing, camping, and boating.

General Information
Firm Start Year:

1986

Name of Custodial Firm:

Schwab, TD Ameritrade, Fidelity

Work with the following types of clients:

Non-Profit Organizations, Businesses, Individual Investors

Advisory Services Provided:

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

Services
Investment Types:

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

I provide a free initial consultation:

Yes

Preferred meeting methods
Can meet clients in the following ways:

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

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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