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Savant Wealth Management
Tel: 847-424-0465 1578 Sherman Avenue Suite #1 Evanston, IL 60201
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

John
John Swee
CFP®, MBA

John Swee serves as a financial advisor in Savant's Evanston, Illinois, office. As a CERTIFIED FINANCIAL PLANNER® professional, John is knowledgeable in several 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.

John began his career at Gryphon Advisors, eventually becoming a principal at the firm before it joined Savant in 2025. He earned a bachelor's degree in economics and English literature from Northwestern University and a master's degree in business administration (MBA) from the University of Chicago Booth School of Business with concentrations in finance, analytical finance, and economics and statistics. At the University of Chicago, he was an Amy and Richard F. Wallman Scholar with High Honors and received the Award for Finance for the top scholastic record in finance among Evening/Weekend MBA students.

A resident of Lake Forest, Illinois, John is active in his community. He serves on the Chicago Booth Alumni Club of Chicago board and the associate board of Lurie Cancer Center at Northwestern University. He also remains engaged with both alumni networks. He volunteers with Northwestern University's Alumni Admission Council and the Booth School of Business Admissions Committee.

Douglas
Douglas Close
CFP®, CPA

Doug Close is a financial advisor in Savant's Evanston, Illinois, office. As a CERTIFIED FINANCIAL PLANNER® professional and Certified Public Accountant (CPA), Doug 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.

Involved in the financial services industry since 1991, he was the founder and a principal of Gryphon Advisors until it joined with Savant in 2025. Prior to forming Gryphon, he was president of Takaki Close and Associates, Ltd. He has held various positions throughout the financial planning sector, focusing on a comprehensive, fee-only service structure.

Doug earned a bachelor's degree in business administration from Loyola University Chicago. Outside of the office, Doug can be found cycling or coaching young athletes in the sport. He is especially proud that he has coached several national champions over the last 30 years. Doug and his wife Karen have three daughters and live in Lake Forest, Illinois.

Anthony
Anthony Sapienza
CFP®

Anthony is a financial advisor in Savant's Evanston, Illinois, office. He has a membership interest in Savant.

As a CERTIFIED FINANCIAL PLANNER® professional, Anthony 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.

Anthony has been involved in the financial services industry since 2004 and became part of Gryphon Advisors at its founding. He was a principal and managing advisor with Gryphon Advisors until it joined with Savant in 2025.

Anthony earned a bachelor of business administration degree in finance with a focus on investments from the University of Wisconsin-Madison. He lives in Highland Park, Illinois, with his wife and two children, enjoys spending time outdoors with his family, and is a devoted Cubs, Bears, and Badgers fan.

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:

Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Portfolio 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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