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Savant Wealth Management
Tel: 860-434-5999 83 Halls Road Suite 205 Old Lyme, CT 06371
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

Jean A.
Jean A. Wilczynski
CFP®, MBA

Jean Wilczynski is a financial advisor who works with individuals and families at our Old Lyme, Connecticut, office. A CERTIFIED FINANCIAL PLANNER® professional, Jean is committed to helping clients navigate the intersections of life and finances through comprehensive, goals-based planning that emphasizes resilience, balance, and long-term stability. She began working at Savant in 2026 when Exencial Wealth Advisors became part of the firm.

A United States Coast Guard veteran, Jean brings a diverse professional background to her role in wealth management. Her experience includes financial management as well as investor and public relations work for both public and private companies. She has also held leadership roles in the nonprofit sector, including serving as a writer and communications director. She belongs to the Financial Planning Association (FPA) and the Estate and Tax Planning Council of Eastern Connecticut.

She earned a bachelor's degree in mathematical science from the U.S. Coast Guard Academy and a Master of Business Administration (MBA) from The George Washington University in Washington, D.C.

Jean lives in Old Lyme with her husband, Vince. They are active in the community, where Jean serves as chair of the finance council for Christ the King Church, chair of the Town of Old Lyme Pension Committee, treasurer of the Old Lyme Phoebe Griffin Noyes Library Board of Trustees, and is on the economic development committee for the Lower Connecticut River Valley Council of Governments. She's also a member of the Greater Old Saybrook Chamber of Commerce and the Southeastern Connecticut Women's Network. Jean and Vince have three adult sons and enjoy spending time biking, fishing, gardening, running, and traveling to visit family.

Diane L.
Diane L. Di Marco
Business Development Coordinator

Diane Di Marco is a business development coordinator based in our Old Lyme, Connecticut, office, where she supports firmwide growth initiatives through project management, reporting, and cross-department collaboration. She began working at Savant in 2026 when Exencial Wealth Advisors joined the firm.

In her previous role at Exencial, she partnered closely with its Business Development team to drive efficiency and consistency across sales and growth efforts. Her work spanned data analysis, CRM reporting, training materials, and the coordination of initiatives that connected business development, marketing, leadership, and advisor teams.

Throughout her career, Diane built a strong foundation in business development and client service through roles in investment management and wealth advisory firms. Her background includes marketing and investor relations work at Alkeon Capital Management in New York City, as well as client service experience at Mason, DiMarco, Shaw & Leone in Madison, Connecticut. She most recently served at Exencial, where she supported business development operations and helped advance firmwide growth strategies.

Diane earned a bachelor's degree in political science from the University of Connecticut. She remains active in her community through organizations by volunteering at the United Way of Greater New Haven, New Haven Reads, and Friends of East Rock Park. Originally from southwestern Connecticut, she enjoys international travel and has lived in Italy and Australia. Her interests also include golf and writing science fiction.

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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