Savant Wealth Management - Financial Advisory Firm in satellite-beach, FL

Q: How much risk should I be willing to take?

This depends on many factors such as the comfort level of the investor and what is required to achieve their goals. At Savant we utilize a robust discovery process to develop a plan and a risk assessment that makes sense for the individuals.

Q: What is your approach to financial planning?

While many advisors manage money, we believe this is only a small piece of the equation. That's why our clients have access to a team that includes an advisor, investment researchers, attorneys, and tax accountants. Because Savant's team includes an in-house private trust department and seasoned taxation, accounting, and estate planning specialists, we help seamlessly coordinate these complexities all in one place. In essence, Savant's comprehensive wealth management services become your financial concierge.

Q: What are your fees for this service?

Our fees are based on a percentage of the assets managed.

VETTED

Tel: 321-773-7773 1300 Highway A1A Satellite Beach, FL 32937

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.

See Disclosures

Our Team

Laura Chiesman

CFP^®, CDFA^®

Laura Chiesman

CFP^®, CDFA^®

As a CERTIFIED FINANCIAL PLANNER^® professional and Certified Divorce Financial Analyst^® professional, Laura 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.

Laura has over 30 years of experience in wealth management and financial planning. She joined FirstWave Financial in 2001, serving clients in various leadership roles. In 2016, she bought the firm and was president and WealthCoach^™ until it joined with Savant in 2024.

Laura is a board member of the Community Foundation for Brevard and a member of the American Business Women's Association. She serves on the governing board and guild of Genesis House, a shelter for women and children that was founded by her mother, and she is a member of the Eau Gallie Yacht Club.

Laura has two adult children, Lea and Stuart, and two wonderful grandchildren. She enjoys beach activities and time with her many family members and friends. A lifelong learner, Laura is an avid reader and podcast listener. She enjoys business books and inspirational life journey stories which both help her keep fresh with business best practices and motivated with the tools to keep a positive daily mindset. For entertainment, Laura reads fiction novels and absolutely loves reading a good mystery. Fun fact: She has a deep appreciation for a good-tasting hot sauce.

Robert DeVries

AWMA^®, CRPS^®, MBA

Robert DeVries

AWMA^®, CRPS^®, MBA

Robert is a financial advisor in Savant's Satellite Beach and Orlando, FL offices. He is an Accredited Wealth Management AdvisorSM (AWMA^®) and a Chartered Retirement Plans SpecialistSM (CRPS^®).

Robert has been involved in the financial services industry since 1996. He joined FirstWave Financial in 2012 and was a WealthCoach^™ and Retirement Plan Specialist from 2014 until it joined with Savant in 2024. Prior to joining FirstWave, Robert was the marketing manager for an insurance services firm, where he was responsible for the development of nationwide retail agent network. Before that, he was a portfolio manager for a wealth management firm.

Robert serves as a board member for Children's Home Society of Florida and as the treasurer for the Space Coast Porsche Club of America.

Robert earned a bachelor of arts degree from the University of Michigan and a master of business administration (MBA) degree in finance from the Stern School of Business at New York University.

Robert and his wife Jackie have two children, Matthew and Amelia. He enjoys cheering on the Michigan Wolverines and watching professional soccer, especially the Arsenal Football Club. He is a big golfer and occasionally joins his golf buddies on a golf junket to England or Ireland.

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

Do you have a customer satisfaction or refund policy?

Do you offer any guaranteed results?

How much risk should I be willing to take?

What is your approach to financial planning?

What are your fees for this service?

Disclosures

WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor 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.wiseradvisor.com/disclosure/1892735/wiseradvisor-savant-wealth-management-detailed-disclosure.html

Firm CRD# 107271

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

Social Network

Research This Advisor

www.finra.org